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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorcity? Claim Your ProfileDorcity Adena Phipps is an active investment advisor representative registered with Planmember Securities Corp.. Dorcity Phipps has been in the securities industry since August 15, 1988. Dorcity Phipps is registered with the following states: Arizona, California, Minnesota, Nevada, New York, Texas, and Washington. Dorcity Phipps provides investment supervisory services, financial planning, pension consulting, and educational seminars. Dorcity Phipps is currently registered with Planmember Securities Corp. in Duarte, California. Dorcity Phipps is also associated with Planmember Securities Corp. in Los Angeles, California. Dorcity Phipps is also registered with Planmember Securities Corp. in Duarte, California.
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. (DUARTE CA)
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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