Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Maldonado is an investment advisor representative, licensed since 2004. Parker is currently registered with Planmember Securities Corp. and is also active with Educators Plus, Investment and Financial Services and Great Plains Insurance Agency, LLC. Parker has a broad range of experience in financial services. Parker's qualifications include Series 6 and Series 63 licenses, plus the Series 65 and the SIE exam. Parker is currently active in Colorado, Florida, Kansas, Missouri, Nebraska, Oklahoma, Texas, Virginia, and Wisconsin. Parker Maldonado is a well-rounded financial professional with experience in working with individuals, businesses, and charitable organizations.
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
07/12/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
KS
04/19/2004 - 09/27/2012
HORACE MANN INVESTORS INC (WICHITA KS)
IA
Issued 10/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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