Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Kotevski is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lydia has been in the securities industry since 2001. Lydia holds the Series 7, Series 66, and SIE exams. Lydia has been registered in 21 states for securities and has a registered investment advisor license in New Jersey. Lydia specializes in investments for individuals, corporations, and businesses. Lydia's previous employment includes Banc of America Investment Services, Inc. and Bank of America, N.A.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE NJ)
NJ
08/04/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NJ
07/03/2001 - 08/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE NJ)
BOTH
Issued 02/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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