Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Santos is an investment advisor representative at Atlantic Investments A Registered Investment Advisor, Inc. Jocelyn has been in the industry since 2023. Jocelyn is registered to offer investment advice in California and has been working with clients since 2023. Jocelyn specializes in financial planning and selecting other advisors.
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
1
2
CA
12/20/2023 - Present
Atlantic Investments A Registered Investment Advisor, Inc. (Sylmar CA)
Active
Inactive
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