Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Barlev is a registered representative with Planmember Securities Corp. Aaron Barlev is also a Certified Public Accountant with his own practice, Aaron Barlev CPA DBA Aaron Barlev & Co. Aaron Barlev has been in the financial services industry since September 12, 1985. Aaron Barlev has a Series 63, Series 7 and SIE license. Aaron Barlev is registered to provide investment advice in California, Florida, Idaho, North Carolina, Oregon, and Wisconsin. Aaron Barlev is also an officer on the board of directors and treasurer of Money Leads, a non-profit organization. Planmember Securities Corp. is a registered investment advisor with the SEC. Planmember Securities Corp. provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Planmember Securities Corp. manages assets for individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and high-net-worth individuals.
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.
Provides investment supervisory services
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.
1
2
CA
02/20/2003 - Present
Planmember Securities Corp. (Woodland Hills CA)
SC
12/16/1989 - 02/22/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/13/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
CA
04/10/1989 - 06/21/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
08/23/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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