Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mireya? Claim Your ProfileMireya Jimenez is a registered representative of Planmember Securities Corp. Mireya has passed the Series 63, Series 6TO and SIE exams. Mireya is currently registered with the state of Texas. Mireya's specializations include: 1, 2, 3, 4, 5, 6. Planmember Securities Corp., with a main office in Carpinteria, California, provides investment advisory services to individuals, corporations, charitable organizations and pension and profit-sharing plans. The firm's regulatory assets under management are over $8 billion.
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
TX
04/09/2024 - Present
Planmember Securities Corp. (Fort Worth TX)
BC
Issued 07/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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