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Marina Alexandra Armbruster

Planmember Securities Corp.

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About Marina Alexandra Armbruster

Marina Armbruster is a financial professional with over 30 years of experience in the industry. Marina is registered with Planmember Securities Corp. and has been a Registered Representative since 1988. Marina is a highly experienced advisor with expertise in a wide range of financial services. In addition to her role as a financial advisor, Marina also owns and operates School Benefit Services, Inc. and is licensed as an insurance agent. Marina is dedicated to providing her clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Marina Armbruster 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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Marina Armbruster’s Registration & Firm History

CA

11/05/2019 - Present

Planmember Securities Corp. (CARPINTERIA CA)

CA

08/01/2012 - 11/11/2019

SECURITIES AMERICA, INC. (SACRAMENTO CA)

CA

04/06/2010 - 08/07/2012

NEW ENGLAND SECURITIES (SACRAMENTO CA)

NE

01/23/2009 - 04/12/2010

SECURITIES AMERICA, INC. (LAVISTA NE)

CA

02/26/2002 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

CO

10/06/2004 - 10/28/2004

GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)

VT

07/10/2001 - 04/02/2002

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

VT

07/10/2001 - 03/06/2002

EQUITY SERVICES, INC. (MONTPELIER VT)

CA

03/22/1999 - 06/19/2001

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

MA

11/17/1998 - 03/24/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/17/1998 - 03/24/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

05/20/1997 - 11/20/1998

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

OH

07/01/1996 - 04/17/1997

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

03/06/1996 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

CA

04/06/1991 - 02/20/1996

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

MA

11/27/1990 - 01/03/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/27/1990 - 01/03/1991

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

04/24/1989 - 10/29/1990

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

NA

08/30/1988 - 01/28/1989

AMEV INVESTORS, INC.

NA

04/20/1988 - 08/08/1988

SME CAPITAL MANAGEMENT CORPORATION

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Licenses & Designations

BC

Issued 06/17/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/20/1996

Series 2 - Non-Member General Securities Examination

BC

Issued 04/08/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marina Alexandra Armbruster.
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