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Kelli Marie Lindsey

Planmember Securities Corp.

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About Kelli Marie Lindsey

Kelli Marie Lindsey is a financial advisor who is registered with the state of Washington as a broker and has been active in the industry since January 2021. Kelli Marie Lindsey is affiliated with Planmember Securities Corp. and provides a range of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

Firm Information

Kelli Lindsey is currently registered with Planmember Securities Corp.. Planmember Securities Corp. is a corporation formed in March 1982 with its main office in Carpinteria, CA. The firm provides financial planning, pension consulting, educational seminars, and investment supervisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Planmember Securities Corp. manages over $8 billion in assets under management.
Planmember Securities Corp.

6187 CARPINTERIA AVENUE

CARPINTERIA, CA 93013

$8.28B

Assets Under Management

100

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provides investment supervisory services

Provides investment supervisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelli Lindsey’s Registration & Firm History

WA

01/20/2021 - Present

Planmember Securities Corp. (East Wenatchee WA)

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Licenses & Designations

BC

Issued 04/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelli Marie Lindsey.
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