Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Tan Uy is a Registered Investment Advisor with Atlantic Investments A Registered Investment Advisor, Inc., based in Mission Hills, CA. She has been with Atlantic Investments since February 2019. Previously, Shirley was retired from January 2018 to February 2019. Shirley has over 28 years of experience in the financial services industry. Before her retirement, she worked at Kaiser Permanente Medical Center in Los Angeles, CA. Shirley is registered with the state of California to provide investment advisory services. Shirley specializes in providing financial planning and selection of other advisers.
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
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CA
03/01/2019 - Present
Atlantic Investments A Registered Investment Advisor, Inc. (Mission Hills CA)
Active
Inactive
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