Unclaimed
Zeny Cortez Ruiz is an investment advisor representative with Atlantic Investments A Registered Investment Advisor, Inc., a firm based in Montclair, California. Zeny has been with the firm since April 2019. Prior to joining the firm, Zeny worked as a retired employee from November 2017 to August 1985, and then at California Hospital in Los Angeles, California. Zeny is licensed to practice in California. Zeny's specialties are financial planning and the selection of 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
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CA
04/04/2019 - Present
Atlantic Investments A Registered Investment Advisor, Inc. (Montclair CA)
Active
Inactive
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