Unclaimed
Lyuda McNees is a financial professional with over 10 years of experience in the industry. Lyuda is currently registered with Capfinancial Securities, LLC in Raleigh, North Carolina. Lyuda holds Series 7, Series 63 and SIE licenses. Prior to joining Capfinancial Securities, LLC, Lyuda was employed with Fidelity Brokerage Services LLC.
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.
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.
1
2
NC
03/22/2016 - Present
Capfinancial Securities, LLC (RALEIGH NC)
NC
05/08/2014 - 05/04/2015
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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