Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Rae Weedman is a registered representative with Planmember Securities Corp. Carly has been in the industry since January 12, 2020. Carly has a Series 63 and a Series 65 license. Carly also holds a Series 6TO and a SIE. Carly is registered in New Mexico, Arizona, and Texas. Carly has been with Planmember Securities Corp. since August 2019. Planmember Securities Corp. is a registered investment advisor with the Securities and Exchange Commission. The firm provides a variety of financial services to individuals, businesses, and institutions. Planmember Securities Corp. has been in business since 1999. The firm is headquartered in Carpinteria, California.
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
10/20/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 10/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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