Unclaimed
Jennifer Perrin-brittingham is a registered representative with Planmember Securities Corp. Jennifer has been in the financial services industry since December 6, 1999. Jennifer is licensed to sell securities in all 50 states. Jennifer has passed several industry exams including Series 7, Series 63, Series 24, and Series 4. Jennifer has been with Planmember Securities Corp. since July 31, 2001.
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)
NY
12/07/1999 - 08/21/2001
ABN AMRO SECURITIES LLC (NEW YORK NY)
BC
Issued 08/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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