Unclaimed
Clint Richard Urso is an Investment Advisor Representative registered with Atlantic Investments A Registered Investment Advisor, Inc. Clint has been in the industry since March 2009. Clint is licensed to provide investment advice in California. Clint Urso has one state examination, the Uniform Investment Adviser Law Examination. Clint has been a Registered Investment Advisor since 2010. In addition to working with Atlantic Investments, Clint is also an insurance agent for Atlantic Financial Services, Inc. Clint is a licensed insurance agent and holds a California Insurance License. Clint's area of specialization is Financial Planning. Clint's firm, Atlantic Investments, provides financial planning services to individuals and businesses. Atlantic Investments also provides portfolio management services, and selection of other advisors. Clint has a large client base, with over 200 clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
CA
09/13/2010 - Present
Atlantic Investments A Registered Investment Advisor, Inc. (LOS ANGELES CA)
IA
Issued 03/12/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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