Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham P. Galvez is a financial advisor with Planmember Securities Corp. Abraham is registered with the state of California as both a Broker-Dealer and Investment Advisor Representative. Abraham has a strong background in financial services and digital marketing, and is committed to providing his clients with personalized advice and guidance. Abraham is a graduate of Mt. San Antonio College and has been a licensed financial advisor since 2024. In addition to working with Planmember Securities Corp., Abraham also owns and operates NewHorizonsDMS, LLC, a digital marketing and accounting firm.
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.
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CA
02/24/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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