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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Betbadal is an Investment Advisor Representative with Lido Advisors, LLC. Jennifer is registered with the state of California and Texas. Lido Advisors, LLC is a registered investment advisor with the SEC. Jennifer has been in the financial industry since 2010, with previous experience at J Belmont Showroom and J Belmont Industries LLC. Jennifer holds the Series 65 license. Jennifer specializes in retirement planning, investment planning, estate planning, insurance planning, and college savings. Lido Advisors, LLC provides financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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
CA
01/27/2025 - Present
Lido (LOS ANGELES CA)
Active
Inactive
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