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 with Raymond James Financial Services Advisors, Inc. in Newport Beach, California. Janice has over 10 years of experience in the financial services industry. Janice holds Series 6, 7, 63, and 66 securities licenses and is registered with the state of California. Janice specializes in financial planning, portfolio management, and insurance. Janice also offers educational seminars to help clients understand the financial markets. Prior to joining Raymond James, Janice worked with Advanced Planning Insurance & Financial in Riverside, California. 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 02/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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