Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn White is an investment advisor representative at Per Stirling Capital Management, LLC. Jocelyn has been in the industry for over five years and has a strong track record of success. Jocelyn has a Series 65 license and specializes in portfolio management for individuals, businesses, and charitable organizations. Jocelyn is also a skilled musician and artist, and enjoys using her creative talents to make a difference in her community. Jocelyn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Promoter fees
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TX
07/10/2023 - Present
PER Stirling Capital Management, LLC (Austin TX)
IA
Issued 07/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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