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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Westheimer is a financial advisor with Lido. Jeffrey has been in the financial industry for over 15 years and has experience working at Investment Security Corporation and Lido Advisors, Inc. Jeffrey is a registered investment advisor in California, Florida and Texas. Jeffrey's areas of expertise include financial planning, educational seminars and selection of other advisors. Jeffrey also provides portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. Jeffrey holds a Series 66 and Series 7 license.
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
07/01/2015 - Present
Lido (LOS ANGELES CA)
CA
09/12/2011 - 03/27/2015
INVESTMENT SECURITY CORPORATION (CALABASAS CA)
CA
01/01/2008 - 12/04/2009
INVESTMENT SECURITY CORPORATION (BEVERLY HILLS CA)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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