Diana Korhonen, financial advisor Lakeland FL
93 score

Diana Korhonen

CRD Number: 1954257
Current Firm: Morgan Stanley

Diana Korhonen (CRD# 1954257) is an Investment Advisor Representative working at Morgan Stanley in Lakeland, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Lakeland, FL Aug 2011 - Current 5
Ak Adjusting Lakeland, FL May 2010 - Current 6
Merrill Lynch Lakeland, FL Apr 1987 - May 2010 23
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland, FL Apr 1987 - May 2010 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Diana L. Korhonen
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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