Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ikechukwu? Claim Your ProfileIkechukwu Egwuonwu is a financial advisor at Beacon Pointe Advisors, LLC. Ikechukwu has been in the financial services industry since January 2022 and holds the Series 66, Series 7TO and SIE licenses. Ikechukwu has previous experience with Goldman Sachs & Co. LLC and Ayco, Goldman Sachs. Ikechukwu is a Certified Financial Planner and specializes in retirement planning, college savings, investment management, estate planning and insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/17/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
01/26/2022 - 08/05/2022
GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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