Diana Zwinak (CRD# 7831302) is an Investment Advisor Representative working at Edward Jones in Skokie, IL and has 1 year of experience in the finance industry.
CRD# 6620233
William Blair & Company LLC
CRD# 4437589
Arete Wealth Advisors, LLC
CRD# 5252940
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2023 - Current | < 1 |
| Rover.com | Seattle, WA | Jun 2017 - Current | 6 |
| Columbia College Chicago | Chicago, IL | Aug 2020 - Jun 2022 | 1 |
| Young Living Essential Oils | Lehi, UT | Jun 2017 - Apr 2020 | 2 |
| Indian Creek School District #425 | Shabbona, IL | Aug 2005 - Jun 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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