Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Lee is a financial advisor with Fidelity Personal And Workplace Advisors, registered with the state of California and Texas. Lydia has been in the financial industry since 2022. Lydia has been employed at Fidelity since April 2022. Lydia is licensed to offer securities and investment advisory services. She is also registered as an investment advisor representative in California and Texas. Lydia can provide financial planning and portfolio management services for individuals and businesses. She can also provide educational seminars.
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.
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.
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
CA
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
BOTH
Issued 12/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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