Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Cristine Sugleris is a registered representative with Planmember Securities Corp. Angel has been in the securities industry since April 1988 and is currently registered with FINRA and the state of California. Angel is a licensed Investment Company Products/Variable Contracts Principal and has passed the Series 6 and Series 26 examinations. Planmember Securities Corp. is a registered investment advisor with the SEC and is headquartered in Carpinteria, California. The firm has been in business for over 30 years and has a strong reputation for providing investment advisory services to a wide range of clients. Planmember Securities Corp. is a registered investment advisor that provides a variety of investment advisory services, including portfolio management, financial planning, and pension consulting. The firm has a strong focus on serving individuals, high-net-worth individuals, corporations, and charitable organizations. The firm's assets under management exceed $8 Billion.
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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2
CA
04/05/1988 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 11/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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