Diane A Meck

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2018
  Amcap
  Houston, TX
• 05/2019 → 01/2024
  Fidelity Brokerage Services
  Houston, TX
• 01/2018 → 04/2019
  Unemployed
  Houston, TX
• 01/2024 → Present
  Ameriprise Financial Services, Llc
  Mont Belvieu, TX

Previous Registrations

• 2020-02-11 → 2024-01-09
  Fidelity Personal And Workplace Advisors
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2019-09-13

Designations

• Certified Financial Planner

Other Names

• Diane A Cover
• Ashley Cover
• Diane Ashley Meck
• Ashley Meck
• Diane Ashley Cover