Unclaimed
Lydia Marie Chamberlin is a registered investment advisor representative with Cetera Investment Advisers LLC. Lydia has been in the industry since August 2016 and holds the Series 6 and SIE licenses. Prior to joining Cetera Investment Advisers LLC, Lydia worked at INVEST FINANCIAL CORPORATION and Third Federal. Lydia specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lydia is also registered with the state of Ohio and Florida.
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.
1
2
OH
01/02/2018 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
08/24/2016 - 12/31/2017
INVEST FINANCIAL CORPORATION (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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