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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Moran is a Registered Investment Advisor (RIA) with Lido Advisors, LLC. Shawn has been in the financial services industry since July 2013. Shawn is licensed to provide investment advisory services in California, Florida, Georgia, and Texas. Shawn has a Series 65 license and specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Shawn has experience working with clients of all sizes, including high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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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GA
08/30/2023 - Present
Lido (ATLANTA GA)
IA
Issued 08/26/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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