Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Wells Seivert is an Investment Advisor Representative at Lido. Shelby is a registered Investment Advisor Representative in the state of California. Shelby has been in the industry since 2017 and has experience at several firms, including Echelon Partners LLC, Owen James, FiComm Partners, University of San Diego, Manhattan West Asset Management, MRKTSpace, and Lido Advisors, LLC. Shelby holds the Series 65 license.
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
06/21/2024 - Present
Lido (San Diego CA)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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