Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Feild is an investment advisor representative associated with PFS Investments Inc. Lydia works with individuals and families to provide financial planning and portfolio management. Lydia can help with investment advisory services for individuals and families. Lydia is licensed in 13 states, including California, Delaware, Florida, Georgia, Hawaii, Illinois, Missouri, Nevada, Pennsylvania, Texas, Utah, and Virginia.
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.
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.
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UT
09/29/2021 - Present
PFS Investments Inc. (ST GEORGE UT)
IA
Issued 09/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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