Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lydia? Claim Your ProfileLydia Villines is a financial advisor with over 16 years of experience in the industry. Lydia currently works at Osaic Wealth, Inc. in Scottsdale, AZ. Previously, Lydia was a financial advisor at Woodbury Financial Services, Inc. in Oakdale, MN, Alliance-One Investments, LLC in West Des Moines, IA, MetLife Investors Distribution Company in West Des Moines, IA, New England Securities in West Des Moines, IA and MetLife Securities Inc. in West Warwick, RI. Lydia holds Series 6, Series 26 and SIE licenses.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
09/21/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
10/31/2019 - 06/10/2022
ALLIANCE-ONE INVESTMENTS, LLC (West Des Moines IA)
IA
02/23/2007 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (West Des Moines IA)
IA
02/23/2007 - 12/12/2014
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
RI
05/28/2013 - 03/14/2014
METLIFE SECURITIES INC. (WEST WARWICK RI)
IA
10/18/2012 - 11/20/2012
METLIFE SECURITIES INC. (WEST DES MOINES IA)
BC
Issued 10/08/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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