Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee M. Speshyock is an investment advisor representative with Planmember Securities Corp., registered in California. Lee has been in the financial services industry since 2003. Lee also works as a physical education teacher for the Santa Barbara Unified School District and is a referee for the Channel Coast Officials Association.
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
01/13/2023 - Present
Planmember Securities Corp. (SANTA BARBARA CA)
IA
Issued 01/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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