Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna Bou-goldsmith is an investment advisor representative at IDB Lido Wealth, LLC and has been in the industry since 2007. Ana holds Series 7 and Series 66 licenses. Ana specializes in providing financial planning, portfolio management for individuals and businesses, and other services.
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.
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.
Family office services
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.
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NY
02/21/2024 - Present
IDB Lido Wealth, LLC (NEW YORK NY)
CT
07/24/2007 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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