Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Lescht is a financial advisor with over 20 years of experience in the financial services industry. Lydia is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Lydia's previous employers include J.P. MORGAN SECURITIES LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Lydia holds a Series 7, Series 66, Series 9, Series 10, Series 24 and Series 4 licenses. Lydia specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, high net worth individuals, trusts, corporations, pension and profit sharing plans, and charitable organizations. Lydia is registered to provide investment advisory services in all 50 states.
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.
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
IL
08/11/2022 - Present
Rockefeller Financial LLC (Chicago IL)
IL
11/17/2011 - 08/04/2022
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
03/07/2005 - 11/15/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
07/19/2002 - 01/31/2005
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 09/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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