Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Pinnell is a registered representative and investment advisor representative with Alliancebernstein LP. Lydia has over 14 years of experience in the financial industry and holds Series 3, 7, 7TO, 63, 65, and 66 licenses. Previously, Lydia worked at Edward Jones and Goldman Sachs & Co. LLC. Lydia specializes in a variety of investment products and services, including asset allocation, financial planning, and portfolio management. Lydia also provides advisory services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/13/2024 - Present
Alliancebernstein LP (MIAMI FL)
MO
12/26/2017 - 03/15/2021
EDWARD JONES (ST. LOUIS MO)
NY
08/24/2009 - 09/28/2017
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 09/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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