Diane P Elkin
Professional Summary
Diane P Elkin, who also goes by Diane L Elkin, Donna L Elkin, Diane Patricia Feeney, was a registered financial advisor. Diane was a previously registered financial professional and started their career in finance 1985 - 2023. Diane had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Diane L Elkin, Donna L Elkin, Diane Patricia Feeney
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
VISIONS ANALYSIS LLC
Contact Information
Main Address
24 Mckinley Avenue, Endicott, NY 13760Mailing Address
24 Mckinley Avenue, Endicott, NY 13760Phone Number
(845) 489-3883Established
New York since 12/22/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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