Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Mary Fenner is a financial advisor with Planmember Securities Corp. in Albuquerque, NM. Cathy has been in the financial services industry since 1997. Cathy is registered with FINRA and holds Series 6, 63, and SIE licenses. Cathy has been with Planmember Securities Corp. since 2014. Previously, Cathy worked with GWN Securities Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and NYLIFE Securities Inc.
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
NM
08/05/2014 - Present
Planmember Securities Corp. (Albuquerque NM)
NM
06/08/2010 - 12/31/2012
GWN SECURITIES INC. (ALBUQUERQUE NM)
NM
12/07/2000 - 03/25/2010
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
TX
12/07/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
07/07/1995 - 01/03/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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