Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Legaspi is a registered representative with Transamerica Financial Advisors, Inc. Lydia has been in the industry since 1996. Lydia's primary office is located in Costa Mesa, CA. Lydia's registration is active in California. Lydia is associated with Transamerica Financial Advisors, Inc. which is a registered investment adviser with the SEC. Lydia's firm, Transamerica Financial Advisors, Inc., has over $1 billion - $10 billion of assets under management and approximately 45,000 client 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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (COSTA MESA CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BREA CA)
GA
01/12/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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