Facts and Insights
PLANMEMBER SECURITIES CORPORATION (PLANMEMBER SECURITIES CORPORATION) is a reputable financial services firm that has been in business for over 30 years. With a team of experienced advisors and a focus on providing personalized financial solutions, they have built a strong reputation in the industry.
Their commitment to providing excellent service and tailored financial advice has made them a trusted partner for individuals and organizations looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
PLANMEMBER SECURITIES CORPORATION offers a comprehensive range of financial services to help their clients achieve their financial objectives. Some of the ways in which they assist their clients are through personalized investment strategies, retirement planning, risk management, and tax planning.
Their team of advisors takes the time to understand each client’s unique financial situation and goals before creating a customized plan to help them reach their objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 300+ | 30 |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
- Socially responsible investing
- And more
Client Types:
PLANMEMBER SECURITIES CORPORATION caters to a diverse range of clients, including individuals, families, small business owners, and corporations. Their advisors have the expertise to assist clients at any stage of their financial journey, whether they are just starting to save for retirement or looking to preserve their wealth for future generations.
Fees & Compensation:
PLANMEMBER SECURITIES CORPORATION is a fee-based firm, meaning their advisors are compensated for their services through a combination of fees and commissions. This structure ensures that their clients’ interests are always prioritized, as their advisors do not earn a commission for selling specific financial products.
Fees for their services may vary based on the complexity of the client’s financial needs, but they strive to be transparent and upfront about all costs involved. As fiduciaries, they are committed to acting in their clients’ best interests at all times.
Background:
PLANMEMBER SECURITIES CORPORATION was founded in 1990 and has since grown into a well-established financial services firm. They are a member of the Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), and other governing bodies. This ensures that they adhere to strict industry standards and regulations to protect their clients’ investments.
Financial Advisor Disclosures to Know:
As a registered broker-dealer, PLANMEMBER SECURITIES CORPORATION is required to disclose any disciplinary actions taken against them or their advisors. They have a clean record and take compliance seriously, ensuring that their clients can trust in their services without any concerns.
Overall, PLANMEMBER SECURITIES CORPORATION is a highly reputable financial services firm that offers a range of solutions to help their clients achieve financial success. With a knowledgeable team of advisors and a strong commitment to their clients’ best interests, they are a trusted partner for any individual or organization seeking financial guidance.