Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Anne Hibshman is an investment advisor representative with Captrust. Jocelyn has been in the financial industry since 2001. Jocelyn has worked for several financial institutions, including CAPFINANCIAL SECURITIES, LLC., FIRST ALLIED SECURITIES, INC., FFP SECURITIES, INC., and Lakeside Wealth Management Group, LLC. Jocelyn is licensed in Indiana as both an investment advisor representative and a broker.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
01/19/2021 - Present
Captrust (Chesterton IN)
IN
05/04/2020 - 08/20/2020
CAPFINANCIAL SECURITIES, LLC. (Chesterton IN)
IN
05/30/2008 - 05/18/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
01/30/2004 - 05/30/2008
FFP SECURITIES, INC. (VALPARAISO IN)
MO
01/16/1997 - 09/08/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 05/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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