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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramsey? Claim Your ProfileRamsey Andrijevich is a Certified Financial Planner and Investment Advisor Representative with Lido Advisors, LLC. Ramsey has been in the financial services industry since 2013 and holds the Series 65 license. Ramsey has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ramsey specializes in providing financial planning, portfolio management, and selection of other advisors services.
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
03/08/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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