Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loic? Claim Your ProfileLoic Le mener is an Investment Advisor Representative at Belpointe Asset Management LLC. Loic has been working in the financial industry since 2001. Loic has Series 7, 63 and 65 registrations. Loic also holds the Certified Financial Planner designation. Loic has experience with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, WM Financial Services, Inc., Jackson National Life Distributors, Inc., Fidelity Brokerage Services LLC and Opus Wealth Management. Loic is registered in Texas to provide investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NV
07/17/2020 - Present
Belpointe Asset Management LLC (RENO NV)
TX
12/09/2004 - 07/17/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (ADDISON TX)
IN
12/09/2004 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/30/2003 - 12/14/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TN
10/02/2002 - 08/11/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
RI
03/08/2001 - 09/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Loic Le mener is the right advisor for you? Invested Better is here to help.
