Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Paul Robitshek is a Chartered Financial Analyst (CFA) and has been in the financial industry for over 16 years. Gregory is a registered investment advisor representative with Lido Advisors, LLC in Los Angeles, California. Gregory provides investment advice and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans. Gregory also offers financial planning services and educational 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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CA
02/12/2025 - Present
Lido (LOS ANGELES CA)
Active
Inactive
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