Unclaimed
Lydia Blackiston is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lydia is a registered representative with FINRA and a licensed investment advisor in Texas and Virginia. Lydia has been a financial advisor since 2003 and has experience with a wide range of clients, including individuals, families, businesses, and retirement plans. Lydia is dedicated to helping clients reach their financial goals and believes in providing personalized advice and service.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROANOKE VA)
VA
04/11/2013 - 09/21/2023
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
04/20/2012 - 04/03/2013
EDWARD JONES (SALEM VA)
NY
07/01/2003 - 07/26/2010
WELLS FARGO ADVISORS, LLC (WILLIAMSVILLE NY)
NY
08/13/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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