Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lowell Behrens is a registered representative with Planmember Securities Corp. David has been in the industry since 1984 and is licensed in Kansas, Massachusetts, Michigan and New Mexico. David has also been a registered investment advisor since 2012, in New Mexico. Prior to his current role at Planmember Securities Corp., David was employed by VERITRUST FINANCIAL, LLC, ARAGON FINANCIAL SERVICES, INC., and FIRST INVESTORS CORPORATION. David offers financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. David is also a licensed insurance agent.
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
10/07/2013 - Present
Planmember Securities Corp. (Horseshoe Bay TX)
NM
04/22/2002 - 10/07/2013
VERITRUST FINANCIAL, LLC (ALBUQUERQUE NM)
CA
03/23/1992 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
07/03/1984 - 03/20/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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