Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bennett is a registered representative with Planmember Securities Corp. Donald has been in the securities industry since 1993, having worked previously with WMA Securities, Inc. and ARM Securities Corporation. Donald's current employment with Planmember Securities Corp. began in 2001. Donald is a Registered Representative and has been active in Investment Advisory since 2001. Donald is also active in other businesses, including Platinum Insurance Marketing, Platinum Insurance Services, Inc, HealthMed Solutions, Inc, MSFund, MBA Fund LLC, MBA4 Fund LLC, and MBA5 FUND LLC. Donald provides investment supervisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Donald's firm, Planmember Securities Corp., manages assets for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations.
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
07/31/2001 - Present
Planmember Securities Corp. (CARPINTERIA CA)
GA
05/13/1994 - 07/10/1995
WMA SECURITIES, INC. (DULUTH GA)
ND
03/02/1993 - 05/17/1994
ARM SECURITIES CORPORATION (MINOT ND)
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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