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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Kaplan is an investment advisor representative with Lido. Elias has been in the financial services industry for over 7 years and has experience working at Ernst & Young and ALTFEST PERSONAL WEALTH MANAGEMENT. Elias Kaplan is also a Certified Financial Planner. Elias has a Series 65 license and is registered with the state of New York, California, Florida and Texas. Elias is a director at Vista Hill Limited, a UK holding company, and is also an advisor at Lido. Elias specializes in helping clients with financial planning, portfolio management, and education seminars.
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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NY
08/27/2024 - Present
Lido (MANHATTAN NY)
IA
Issued 12/05/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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