Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Licea is a financial advisor in Newport Beach, California. Janice has been in the industry for over 12 years. She is a registered representative with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in California. Janice has a Series 6, Series 7, Series 63 and Series 66 license. Janice is also a licensed insurance agent. She works with clients in Newport Beach and Riverside. Janice provides a variety of financial services including financial planning, retirement planning, and investment management. She also specializes in working with high-net-worth individuals. Janice is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
03/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Newport Beach CA)
CA
08/29/2011 - 04/25/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (RIVERSIDE CA)
CA
02/15/2008 - 11/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (RIVERSIDE CA)
BOTH
Issued 2/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/3/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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