CARLOS JOSE PENA VELAZCO is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with OCEAN FINANCIAL ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OCEAN FINANCIAL ADVISORS LLC | 2024-06-07 | present | Yes |
| BOLTON SECURITIES CORPORATION | 2021-03-30 | 2023-05-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-04-09 | 2021-03-03 | — |