Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Ann Ienatsch is a financial advisor with Planmember Securities Corp. Judith has been in the financial industry since November 1988 and is registered with the state of Nevada as an investment advisor representative. Judith is also registered with the state of Texas as an investment advisor representative. Judith has worked with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Judith provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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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2
CA
02/25/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NV
01/03/2017 - 10/31/2018
LINCOLN INVESTMENT (HENDERSON NV)
NV
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (HENDERSON NV)
FL
02/26/1993 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
07/25/1990 - 02/05/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
06/22/1988 - 03/07/1990
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 05/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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