Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Manuel Salinas is an Investment Advisor Representative registered with Planmember Securities Corp. Juan has been in the securities industry since 08/2005. Juan is registered in the state of Texas and has passed the Series 65 exam. Juan also works with Elite Plus Financial & Retirement Services. Juan provides investment advisory services for individuals, businesses, pension plans, charitable organizations, and high-net-worth individuals.
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
05/03/2022 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 03/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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