Lyda Shehadeh, financial advisor Coral Gables FL
86 score

Lyda Shehadeh

CRD Number: 1923358
Current Firm: Principal Securities, Inc.

Lyda Shehadeh (CRD# 1923358) is an Investment Advisor Representative working at Principal Securities, Inc. in Coral Gables, FL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Company Coral Gables, FL Apr 2014 - Current 2
Princor Financial Services Corporation Coral Gables, FL Apr 2014 - Current 2
Investoday Financial LLC Coral Gables, FL Aug 2014 - May 2015 < 1
Metropolitan Life Insurance Company Miami, FL Nov 1995 - Apr 2014 18
Metlife Securities Inc. Miami, FL Nov 1995 - Apr 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Feb 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lyda Shehadeh
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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