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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Kaur Ghotra is a financial advisor with Lido Advisors, LLC in LOS ANGELES, CA. Erica has been in the financial industry since 2009 and has a strong track record of success. Erica holds the Series 66 and Series 7 licenses, and she is also a registered investment advisor in California and Texas. Erica is committed to providing her clients with personalized financial advice that meets their unique needs. Erica is known for her ability to build strong relationships with clients and her dedication to their financial well-being. In addition to her role at Lido Advisors, Erica is also licensed by the CA Department of Insurance. Erica is an active member of the financial community and is committed to staying up-to-date on the latest financial trends and regulations.
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
08/28/2019 - Present
Lido (LOS ANGELES CA)
CA
10/22/2009 - 05/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
BOTH
Issued 11/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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