Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Lily Caster is a financial professional with over 6 years of experience in the industry. Jocelyn is currently registered with Bernstein Institutional Services LLC in Los Angeles, CA. Jocelyn has previously held a position at SANFORD C. BERNSTEIN & CO., LLC in Los Angeles, CA. Jocelyn holds Series 3, Series 63, Series 7, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
03/29/2024 - Present
Bernstein Institutional Services LLC (Los Angeles CA)
CA
01/24/2018 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
BC
Issued 02/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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