Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Yung Siauw is a registered investment advisor representative with Planmember Securities Corp. Maggie has been in the financial industry since 1999 and holds a Series 7, Series 63 and SIE license. Maggie is also a registered investment advisor in the state of California. Maggie has previous experience working with Financial Network Investment Corporation and Pension Planners Securities, Inc. Maggie's firm Planmember Securities Corp. provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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
08/30/2011 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/13/2008 - 08/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CAMPBELL CA)
CA
01/29/2007 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
CA
06/30/1999 - 01/25/2007
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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