Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lagudis is an investment advisor representative with Lido, an SEC registered investment advisory firm with offices in Los Angeles and Boulder. Christopher has been active in the financial industry for over 20 years. Christopher holds both Series 63 and Series 65 licenses. Christopher's specializations include Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Christopher is also registered with the states of California, Colorado, and Florida.
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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2
CO
08/13/2024 - Present
Lido (BOULDER CO)
CO
04/23/2003 - 05/16/2003
OMNIVEST, INC. (DENVER CO)
CO
04/19/1999 - 09/01/2000
OMNIVEST, INC. (DENVER CO)
SC
09/22/1993 - 02/26/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
VA
04/29/1988 - 09/28/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
04/12/1988 - 04/23/1988
GAF FINANCIAL AND INSURANCE SERVICES
NA
04/15/1988 - 04/22/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
02/10/1986 - 01/21/1988
GAF FINANCIAL AND INSURANCE SERVICES
NA
01/15/1986 - 01/12/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
11/18/1985 - 12/23/1985
THOMSON MCKINNON SECURITIES INC.
NA
11/26/1984 - 11/23/1985
SUTRO & CO. INCORPORATED
NA
06/25/1984 - 12/06/1984
WEDBUSH, NOBLE, COOKE, INC
NA
10/19/1982 - 07/02/1984
RAUSCHER PIERCE REFSNES, INC.
NA
01/25/1982 - 11/01/1982
COASTAL ASSET MANAGEMENT CORPORATION
IA
Issued 08/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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