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Albert Jay Munoz

Planmember Securities Corp.

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About Albert Jay Munoz

Albert Jay Munoz is a registered representative with Planmember Securities Corp. Albert has been in the industry since 1997. Albert is also a registered investment advisor representative in California and has been active in the industry for over 23 years. Albert is registered in 16 states and has over 20 years of experience in the securities industry.

Firm Information

Albert Munoz is currently registered with Planmember Securities Corp.. Planmember Securities Corp. is a corporation formed in March 1982 with its main office in Carpinteria, CA. The firm provides financial planning, pension consulting, educational seminars, and investment supervisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Planmember Securities Corp. manages over $8 billion in assets under management.
Planmember Securities Corp.

6187 CARPINTERIA AVENUE

CARPINTERIA, CA 93013

$8.28B

Assets Under Management

100

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provides investment supervisory services

Provides investment supervisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Albert Munoz’s Registration & Firm History

TX

01/09/2003 - Present

Planmember Securities Corp. (Horseshoe Bay TX)

CT

03/03/2000 - 12/31/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

AZ

10/08/1997 - 03/08/2000

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 08/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Albert Jay Munoz.
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