Unclaimed
Nydia Lenhart is a financial advisor with Cetera Investment Advisers LLC, a firm that offers financial planning, portfolio management, and other services to individuals, corporations, and institutions. Nydia is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Nydia has been in the financial services industry since 2016. Nydia has a Series 6, Series 7TO, Series 63, and Series 65 license.
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.
1
2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (DRAPER UT)
UT
05/09/2016 - 04/12/2018
SECURITIES AMERICA, INC. (MIDVALE UT)
IA
Issued 10/5/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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