Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Westheimer is a registered investment advisor representative with Lido, located in Broomfield, Colorado. Maxwell is a dedicated financial professional committed to providing personalized financial advice and guidance. Maxwell has over 20 years of experience in the financial services industry, and a strong understanding of investment strategies and financial planning. Maxwell's expertise is in helping clients of all types, from high-net-worth individuals to corporations.
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
05/28/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 05/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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