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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Luann Sahli is a licensed Investment Advisor Representative with Lido. Shannon is registered to offer advisory services in California and Texas. Shannon has been in the financial industry since May 2023. Shannon specializes in offering financial planning services, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and investment companies.
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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TX
01/01/2024 - Present
Lido (DALLAS TX)
IA
Issued 12/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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