Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Degroote is a financial advisor with Newport Capital Group, LLC, and has been in the industry since 2009. Jocelyn is registered as a Broker-Dealer, Investment Advisor Representative and holds the Series 7, Series 66 and SIE licenses. Jocelyn has experience working at several reputable financial institutions, including Merrill Lynch, UBS Financial Services, and Santander Securities. Jocelyn has a strong understanding of financial markets and a commitment to providing her clients with personalized financial planning and investment management services.
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.
1
2
NJ
08/27/2014 - Present
Newport Capital Group, LLC (RED BANK NJ)
NJ
12/21/2012 - 06/28/2013
SANTANDER SECURITIES LLC (BRICK NJ)
NY
08/27/2010 - 07/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/24/2008 - 04/06/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/06/2007 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jocelyn Degroote is the right advisor for you? Invested Better is here to help.
