Jacqueline Lakocy, CFP
Transitional Wealth Strategies
Certified Financial Planner in Soquel, CA
http://www.transitionalwealth.com
Address:4041 Soquel Dr Ste A1 # 316
Soquel, CA 95073
About Jacqueline Lakocy
Jacqueline Lakocy is a financial professional at Transitional Wealth Strategies located in Soquel, California. Jacqueline Lakocy holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jacqueline Lakocy provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jacqueline Lakocy4041 Soquel Dr Ste A1 # 316
Soquel, CA 95073
Phone Number:
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Website:
http://www.transitionalwealth.com
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