Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Miceli is a financial professional with over 20 years of experience in the industry. Currently, Lydia is a registered representative at Morgan Stanley and has been with the firm since July 2021. Lydia has a wide range of experience working with clients of all types, including individuals, families, businesses, and institutions. Prior to joining Morgan Stanley, Lydia worked at E*TRADE SECURITIES LLC, THE CONCORD EQUITY GROUP, LLC and EARLYBIRDCAPITAL, INC. Lydia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Lydia holds the Series 7, 24, 55, and SIE licenses, and is a member of FINRA.
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
NJ
07/16/2021 - Present
Morgan Stanley (Jersey City NJ)
NJ
06/26/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/05/2003 - 06/15/2006
THE CONCORD EQUITY GROUP, LLC (MATAWAN NJ)
NY
01/10/2000 - 08/01/2003
EARLYBIRDCAPITAL, INC. (MELVILLE NY)
NY
08/13/1999 - 10/22/1999
CIBC WORLD MARKETS (NEW YORK NY)
BC
Issued 01/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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