Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mendez Rodriguez is a licensed representative with Planmember Securities Corp., registered with FINRA. Daniel has been in the industry since December 6, 2018 and has Series 6TO and SIE licenses. Daniel is located in Carpinteria, CA, and has been with Planmember Securities Corp. since December 7, 2018. Planmember Securities Corp. offers a variety of investment services, including financial planning, pension consulting, and portfolio management. The firm manages over $8.27 billion in assets and serves a variety of clients, including high-net-worth individuals, corporations, and pension funds.
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
12/07/2018 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 12/07/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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