Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Marie Padilla is a financial advisor with Ameriprise Financial Services, LLC. Lydia has been in the financial industry since March 15, 1999. Lydia is registered with the state of California as an Investment Advisor Representative and a Broker-Dealer Representative. Lydia is also registered in Texas as an Investment Advisor Representative. Prior to joining Ameriprise Financial Services, LLC, Lydia was employed by WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, and WELLS FARGO SECURITIES INC. Lydia is a Series 7, Series 63, and Series 65 licensed individual. Lydia is also licensed with the Securities Industry Essentials (SIE) exam. Lydia's clients include charitable organizations, individuals, corporations, trusts, estates, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Lydia provides financial planning, asset allocation, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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
AZ
04/26/2019 - Present
Ameriprise Financial Services, LLC (Yuma AZ)
AZ
01/03/2011 - 04/30/2019
WELLS FARGO CLEARING SERVICES, LLC (YUMA AZ)
AZ
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (YUMA AZ)
CA
03/16/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lydia Padilla is the right advisor for you? Invested Better is here to help.
