Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Christine Holiat is a registered investment advisor representative in Pennsylvania. Lydia Holiat has been in the industry since April 2009. She is currently registered with Haverford Financial Services, Inc., and is also registered with the state of Pennsylvania. Previously, Lydia Holiat was associated with SEI INVESTMENTS DISTRIBUTION CO..
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.
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.
Hfs may provide model portfolios to third parties
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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2
PA
09/02/2011 - Present
Haverford Financial Services, Inc. (RADNOR PA)
PA
04/27/2009 - 04/26/2011
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 07/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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