Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Lucas Strode is a financial advisor at Cetera Investment Advisers LLC, based in Scottsdale, Arizona. Lloyd has been working in the financial services industry since September 22, 2013, and is licensed to provide investment advice in Arizona and Texas. Lloyd has a strong background in securities and holds both the Series 7 and Series 66 licenses. Lloyd is also a Certified Financial Planner and has a deep understanding of financial planning strategies. Lloyd specializes in providing investment advice to individuals, families, and businesses. Lloyd has a passion for helping clients reach their financial goals and believes in building long-lasting relationships with his clients.
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.
1
2
AZ
08/31/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
09/23/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Scottsdale AZ)
AZ
09/23/2013 - 10/22/2021
CRI SECURITIES, LLC (Scottsdale AZ)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lloyd Strode is the right advisor for you? Invested Better is here to help.
