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Zeny Cortez Ruiz

Atlantic Investments A Registered Investment Advisor, Inc.

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About Zeny Cortez Ruiz

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.

Firm Information

Zeny Ruiz 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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Zeny Ruiz’s Registration & Firm History

CA

04/04/2019 - Present

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

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zeny Cortez Ruiz.
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