Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Baniel Whitney is a registered representative with Planmember Securities Corp., located in Carpinteria, CA. Henry holds the Series 7TO, Series 63, and SIE licenses. Henry has been active in the financial services industry since March 25, 2019. Henry and Planmember Securities Corp. offer a range of investment advisory 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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2
CA
03/26/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 04/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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