Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Lynnette Rodriguez estrada is a financial advisor with Fidelity Brokerage Services LLC. Lydia is a Series 7 and Series 63 licensed financial advisor, with a Series 9 and Series 24 license. Lydia was previously registered with Citigroup Global Markets Inc. and TD Ameritrade, Inc.
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.
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.
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2
RI
05/12/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
05/05/2021 - 04/04/2022
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
CA
08/14/2018 - 02/02/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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