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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynette? Claim Your ProfileLynette Sodja is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Lynette has been in the industry since 2008 and holds Series 6, 7, 9, 10, 63 and 66 securities licenses. She has also completed the Securities Industry Essentials Examination (SIE). Lynette is registered with the state of Texas and Utah as an Investment Advisor Representative. Prior to joining Fidelity Personal and Workplace Advisors, Lynette worked for Fidelity Brokerage Services LLC. Lynette offers financial planning services, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
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.
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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2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
03/13/2008 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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