Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Mobley is a financial professional with over 27 years of experience in the financial services industry. Lydia is currently registered with Cetera Investment Advisers LLC and is located in Yoakum, Texas. Lydia has a history of working with firms such as LPL Financial LLC, CUNA Brokerage Services, Inc., and Primevest Financial Services, Inc. Lydia is a Series 6, 7, and 66 licensed professional and has held various positions, including Financial Professional, and Insurance Agent. Lydia specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (Yoakum TX)
TX
03/01/2011 - 08/02/2021
LPL FINANCIAL LLC (VICTORIA TX)
TX
07/16/2007 - 03/02/2011
CUNA BROKERAGE SERVICES, INC. (VICTORIA TX)
TX
09/01/1998 - 06/29/2007
PRIMEVEST FINANCIAL SERVICES, INC. (GONZALES TX)
NY
09/11/1995 - 09/15/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
03/03/1995 - 09/18/1995
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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