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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pat? Claim Your ProfilePat Wahler is an investment advisor representative at Lido. Pat has been in the industry since 2013 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Pat is registered with the state of California as an investment advisor representative. Pat holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Pat currently works in the Los Gatos office of Lido.
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
07/24/2023 - Present
Lido (Los Gatos CA)
IA
Issued 7/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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