Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Masaru Chinen is a registered investment advisor representative, working for Planmember Securities Corp. in CARPINTERIA, California. Michael's office is located at 6187 CARPINTERIA AVENUE and he has been in the industry since February 2020. Michael has passed the Series 65, Series 63, Series 6TO, and SIE exams. In addition to working with Planmember Securities Corp., Michael also works with Chinen & Arinaga Financial Group, a separate company. Michael is registered in Hawaii and is also a registered investment advisor in Hawaii.
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
09/01/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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