Unclaimed
Matthew Scott Meenan is a registered investment advisor representative with Lido. Matthew has been working in the financial industry since June 2021. Matthew is registered with the state regulators in California and Texas. Matthew has passed the Uniform Investment Adviser Law Examination. Matthew works with a wide variety of clients including high-net-worth individuals, corporations, charitable organizations, 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.
1
2
TX
11/19/2024 - Present
Lido (Dallas TX)
Active
Inactive
Not sure Matthew Meenan is the right advisor for you? Invested Better is here to help.