Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Lyda is an investment advisor representative at Cross Financial Advisors. Jerald has been in the financial services industry for over 15 years, working with individual and institutional clients to create and manage their financial plans. Jerald holds the Series 6, 63, and 65 securities licenses. Jerald's primary business focus is on financial planning, portfolio management for individuals, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
NY
07/06/2007 - 09/26/2007
NYLIFE SECURITIES LLC (NEW YORK NY)
OR
03/10/2006 - 06/15/2007
COUNTRY CAPITAL MANAGEMENT COMPANY (MCMINNVILLE OR)
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerald Lyda is the right advisor for you? Invested Better is here to help.
