Unclaimed
Christopher Brennan Janeway is a financial advisor associated with Planmember Securities Corp., a firm with a presence in Santa Barbara, Carpinteria and Newport Beach, California. Christopher has been a registered representative since 2008, having passed the Series 6, Series 7, and Series 63 exams, and also holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2016. Christopher has been active in the industry since 2007 and has a proven track record of providing a variety of advisory services to individuals, businesses, and retirement plans. Christopher’s firm is focused on a variety of clients and has a strong history of meeting the needs of clients seeking personalized and comprehensive financial advice.
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.
1
2
CA
10/12/2016 - Present
Planmember Securities Corp. (SANTA BARBARA CA)
IA
Issued 10/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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