Unclaimed
Martin Arinaga is a financial professional with over 35 years of experience in the industry. Martin has worked with Planmember Securities Corp. since 2011, and has previously held positions with SYMETRA INVESTMENT SERVICES, INC., PLANMEMBER SECURITIES CORPORATION, SAFECO INVESTMENT SERVICES, INC., NAP FINANCIAL CORPORATION, AMERICAN PACIFIC SECURITIES CORPORATION, and E. A. BUCK CO., INC. Martin is a Certified Financial Planner and a Chartered Financial Consultant. Martin is registered in Arizona, California, Colorado, Hawaii, New Jersey, Oregon, and Washington. Martin provides financial planning, investment management, and pension consulting services.
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.
1
2
CA
07/01/2011 - Present
Planmember Securities Corp. (CARPINTERIA CA)
HI
11/30/2001 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
CA
02/29/2000 - 12/03/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MA
04/03/1993 - 03/02/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/23/1989 - 02/26/1993
NAP FINANCIAL CORPORATION (IRVINE CA)
NA
05/05/1987 - 01/23/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
06/10/1985 - 05/01/1987
E. A. BUCK CO., INC.
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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