Diane Krainik (CRD# 6628363) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has 1 year of experience in the finance industry. Diane Krainik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Financial, Inc. | West Chester, PA | Mar 2016 - Current | 8 |
| Unemployed | West Chester, PA | Sep 2014 - Mar 2016 | 1 |
| Sodexo | West Chester, PA | Jul 2004 - Sep 2014 | 10 |
| Morton's Of Chicago | Chicago, IL | Jun 2001 - Aug 2014 | 13 |
- PA
-
Total Assets Under Management2,166MILLIONS
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Total Number of Accounts4,427ACCOUNTS
-
Average Account Value$489,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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