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Zenaida Pimentel Guerrero

Atlantic Investments A Registered Investment Advisor, Inc.

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About Zenaida Pimentel Guerrero

Zenaida Guerrero is a registered investment advisor representative at Atlantic Investments A Registered Investment Advisor, Inc. Zenaida has been with Atlantic Investments since June 2019 and has been in the industry since January 1976. Zenaida has a specialization in Financial Planning and Selection of Other Advisors. The advisor firm offers financial planning, selection of other advisors and hourly charges as part of its services.

Firm Information

Zenaida Guerrero is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Referral fees

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Zenaida Guerrero’s Registration & Firm History

CA

07/02/2019 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (Culver City CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zenaida Pimentel Guerrero.
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