Unclaimed
Lydia Cochrane is a financial professional with over 7 years of experience in the industry. Currently, Lydia is a registered representative of Santander Securities LLC. Prior to this, Lydia was a registered representative of CITIZENS SECURITIES, INC. Lydia holds the Series 6, SIE and Series 63 licenses. Lydia specializes in portfolio management for individuals and businesses, and offers financial planning and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
11/27/2019 - Present
Santander Securities LLC (Seekonk MA)
RI
02/17/2017 - 04/13/2018
CITIZENS SECURITIES, INC. (EAST PROVIDENCE RI)
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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