Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ann Rang is an investment advisor representative at Lido. Rebecca has been in the industry since 2006. Rebecca holds a Series 65 license and is registered with the state of California. Rebecca has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, and other investment advisors. Rebecca specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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
01/19/2025 - Present
Lido (Los Angeles CA)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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