Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Michael Thurman is a registered investment advisor representative with Planmember Securities Corp. Clint is a registered representative with over 20 years of experience in the financial services industry. Clint is currently registered with the state of Texas as a securities broker and investment advisor. Clint also holds Series 6, Series 63, and Series 65 licenses. Clint offers a range of financial services, including financial planning, portfolio management, and retirement planning. Clint is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
06/19/2007 - Present
Planmember Securities Corp. (Tyler TX)
TX
11/10/2003 - 05/21/2007
LEGEND EQUITIES CORPORATION (NEW BRAUNFELS TX)
CO
06/10/2002 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
11/09/2001 - 06/10/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IA
Issued 03/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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