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CL

Candace J. Lieder

MGI FUNDS DISTRIBUTORS
Southfield, MI 48076
Some features on this profile are disabled
CRD#: 3220583
CL

Professional summary

Candace Joy Lieder, who also goes by Candace Joy Lieder, Candace Joy Lynch, is a registered financial professional currently at MGI FUNDS DISTRIBUTORS, LLC located in Southfield, Michigan.

Candace is registered as a RR (Registered Representative) and started their career in finance in 1999. Candace has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Candace Joy Lieder | Candace Joy Lynch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWN A RENTAL PROPERTY AT 518 &518 1/2 HARRISON STREET, CARNEGIE, PA 15106. TAKES AN HOUR PER MONTH TO DEPOSIT RENT MONEY AND PAY MORTGAGE. I OWN THE PROPERTY AND PURCHASED BACK IN MAY OF 2000. TAKE CARE OF ON THE WEEKENDS AND NOT DURING THE WEEK.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Candace Joy Lieder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 19, 2024 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: One Towne Square, Suite 1100, Southfield, MI 48076Office #2: 6 Ppg Place Suite 400, Pittsburgh, PA 15222Office #3: 325 John Mcconnell Boulevard Suite 350, Columbus, OH 43215
BD
CRD#: 35682
Southfield, MI
Past

May 10, 2024 - May 24, 2024

ONEDIGITAL

RIA
CRD#: 106766
Wexford, PA
Past

August 17, 2023 - May 10, 2024

ONEDIGITAL

RIA
CRD#: 106766
Wexford, PA
Past

December 2, 2011 - July 7, 2023

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
PITTSBURGH, PA
Past

November 3, 2011 - July 7, 2023

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
PITTSBURGH, PA
Past

June 12, 2009 - March 17, 2010

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
MARS, PA
Past

May 26, 2009 - March 17, 2010

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
MARS, PA
Past

July 10, 2006 - March 30, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
PITTSBURGH, PA
Past

August 12, 1999 - March 30, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(11/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MF
MGI FUNDS DISTRIBUTORS, LLC
MGI FUNDS DISTRIBUTORS, INC. | OFFIT FUNDS DISTRIBUTOR, INC. | MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682 / SEC#: , 8-46960

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682Southfield, MI 48076

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