Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lyday is a financial advisor with Alight Financial Advisors, LLC. She has been in the financial industry since July 2020. Sara Lyday holds Series 7, SIE and Series 66 licenses and is registered with FINRA and the states of Indiana and North Carolina. Her previous experience includes working at Raymond James & Associates, Inc. in Carmel, Indiana. Sara Lyday specializes in working with individuals.
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.
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.
Set-up fees and related services
1
2
NC
08/18/2022 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
IN
07/10/2020 - 08/09/2022
RAYMOND JAMES & ASSOCIATES, INC. (Carmel IN)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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