Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Viveros is an investment advisor representative with Planmember Securities Corp. in Carpinteria, California. Juan has been in the industry since February 12, 2023. Juan Viveros is registered with the state of California. Juan Viveros offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Planmember Securities Corp. has over 69,000 clients and approximately $8.3 Billion in assets under management. The firm specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
CA
10/04/2023 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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