Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Fix, a financial advisor with Cadaret, Grant & Co., Inc. has been in the financial industry since 2004. Lloyd holds Series 7 and Series 66 registrations and has provided financial services to individuals, businesses, corporations, charitable organizations, pension plans and high net worth individuals in various states throughout his career. Prior to joining Cadaret, Grant & Co., Inc., Lloyd worked for MML Investors Services, LLC and Thrivent Investment Management Inc. Lloyd is currently registered with FINRA and is licensed in New York.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
11/15/2010 - 10/04/2016
MML INVESTORS SERVICES, LLC (SYRACUSE NY)
NY
03/16/2007 - 07/09/2010
THRIVENT INVESTMENT MANAGEMENT INC. (LIVERPOOL NY)
NY
05/18/2004 - 08/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 06/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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