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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 Chappell May is a financial advisor with over 40 years of experience in the industry. Lydia is a Certified Financial Planner and holds Series 63, Series 7, and Series 24 licenses. She is registered with Morgan Stanley in both Kentucky and Texas. Lydia specializes in providing financial planning, asset allocation advice, and portfolio management services for individuals, businesses, and institutions. Lydia has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. In addition to her work with Morgan Stanley, Lydia has also worked with UBS Financial Services Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KY
09/16/2024 - Present
Morgan Stanley (Paducah KY)
WI
01/25/1984 - 08/31/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 03/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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