Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Menezes is an Investment Advisor Representative at Regency Investment Advisors Inc. based in Fresno, CA. Noah has been in the financial services industry since 2017. Noah is licensed in California and holds the Series 65 and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
01/01/2025 - Present
Regency Investment Advisors Inc. (FRESNO CA)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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