Diana Gonzalez

Diana Gonzalez

Relationship Management- AVP at LPL Financial at LPL Financial
United States
Diana Gonzalez is a bilingual and innovative financial professional with 17.4 years of experience in the financial industry. She has expertise in series 7, securities, mutual funds, finra, and series 24. Based in the United States, Diana has worked at LPL Financial in various roles, including Relationship Management, Regional Supervisory Principal, and Sc Representative. LPL Financial is a well-established financial services company with a wide range of products and services. Diana's work experience showcases her ability to handle compliance, registration, RIA services, and practice management for large OSJ entities. .Read More
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Current Workspace of Diana Gonzalez

LPL Financial

present

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

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Professional Background of Diana Gonzalez

- Building strong partnerships with clients, resulting in increased customer engagement and business growth.

- Achieved record-breaking sales targets by ensuring the highest level of technical knowledge and customer service.

- Established robust and lasting connections with clients, driving increased brand loyalty and customer engagement.

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Work Experience of Diana Gonzalez

LPL FinancialLPL Financial

Education Experience of Diana Gonzalez

San Diego State University

San Diego State University

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