Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haim? Claim Your ProfileHaim Shepes is an investment advisor representative with Planmember Securities Corp. Haim has been in the securities industry since 1991. He has a Series 6, Series 63, and Series 65 license and a SIE. Haim is registered in California, Texas, Arizona, Tennessee, Connecticut, and New Jersey. Previously, Haim worked at Lincoln Investment and Legend Equities Corporation. Haim provides investment advisory services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Haim also provides investment supervisory services.
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
03/08/2022 - Present
Planmember Securities Corp. (Encino CA)
CA
01/03/2017 - 10/24/2018
LINCOLN INVESTMENT (ENCINO CA)
CA
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (ENCINO CA)
FL
06/28/1991 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 07/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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