Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frida? Claim Your ProfileFrida Valijan is an investment advisor representative with Planmember Securities Corp. Frida has been in the securities industry for over 10 years, working as a bookkeeper for Aaron Barlev & Co. and as an independent contractor providing accounting and bookkeeping services through Liber T Co. Frida is registered with the state of California as both a broker-dealer and an investment advisor. She is also registered with the state of Texas as a broker-dealer. Frida offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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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CA
09/24/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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