Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janic? Claim Your ProfileJanic Cesar Hoyuela is an Investment Advisor Representative with Beacon Pointe Advisors, LLC, a firm based in Newport Beach, CA. Janic has over 10 years of experience in the financial services industry. Janic is a licensed Investment Advisor Representative in Louisiana. Prior to joining Beacon Pointe Advisors, LLC, Janic worked at StanCorp Equities, Inc., Edward Jones, Capital One Investment Services LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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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2
CA
07/06/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
LA
04/28/2016 - 06/28/2023
STANCORP EQUITIES, INC. (MANDEVILLE LA)
LA
02/20/2013 - 03/07/2016
EDWARD JONES (METAIRIE LA)
LA
03/29/2012 - 10/02/2012
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
06/01/2009 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (NEW ORLEANS LA)
LA
08/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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