Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynze? Claim Your ProfileLynze Douvros is a registered representative with Planmember Securities Corp., with offices in Carpinteria and Agoura Hills, CA. Lynze is also a registered Investment Advisor with Planmember Securities Corp., licensed in California and Texas. Lynze holds the Series 63, Series 65, and Series 6TO licenses, as well as the Securities Industry Essentials (SIE) Exam. Lynze provides investment advisory services to a variety of clients including individuals, high-net-worth individuals, corporations and charitable organizations. Lynze has over 8 years of experience in the financial services industry.
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
09/04/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 09/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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