Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meagan? Claim Your ProfileMeagan D'angelo is a financial advisor with Lido. Meagan has been in the industry since June 2003. Meagan is a Certified Financial Planner. Meagan is currently registered with the state of California, Colorado, Florida and Texas. Meagan is a registered Investment Advisor Representative. Meagan specializes in Financial Planning, Portfolio Management, and Portfolio Management for Businesses. Meagan works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles and other investment advisors.
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
CA
05/30/2024 - Present
Lido (LOS ANGELES CA)
Active
Inactive
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