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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Salo is an investment advisor representative with Avantax Advisory Services in Henderson, NV. Lydia is a registered investment advisor representative and has been in the industry since 2001. Lydia holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Lydia also holds the Certified Public Accountant designation. Lydia is a member of the Avantax Advisory Services team, which has approximately 1761 licensed agents, 2478 investment advisor representatives, 2219 registered representatives, 2478 investment advisory functions, and 81 adviser representatives for other investment advisers. Avantax Advisory Services provides advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $41.7 billion in assets and has over 131,534 accounts.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NV
01/31/2003 - Present
Avantax Advisory Services (HENDERSON NV)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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