Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Elizabeth Buick is a financial advisor registered with Lido Advisors, LLC in Los Angeles, California. Blair has been in the financial services industry for over 17 years. Blair is also a Chartered Financial Analyst and has a variety of licenses and designations. Blair specializes in providing financial planning services to individuals, corporations, and other businesses. Blair also manages investment portfolios for individuals, corporations, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
12/15/2020 - Present
Lido (LOS ANGELES CA)
CA
06/09/2010 - 04/23/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
04/01/2010 - 06/11/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN DIEGO CA)
CA
11/30/2006 - 04/19/2010
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
CA
09/21/2005 - 11/27/2006
GREEN STREET ADVISORS, INC. (NEWPORT BEACH CA)
SC
02/12/2004 - 09/09/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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