Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Quijano Rocamora is a financial professional with over 20 years of experience in the industry. Rene is currently registered with Planmember Securities Corp. and has been with the firm since August 2011. Rene has a strong background in providing investment advisory services, financial planning, and pension consulting. Rene is also the CEO/President of Employee Benefits Services Group and the President/CEO of Employee Benefits Services & Advisors, Inc. both based in Campbell, California.
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
08/25/2011 - Present
Planmember Securities Corp. (Campbell CA)
CA
08/13/2008 - 08/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CAMPBELL CA)
CA
09/03/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
OH
05/14/2002 - 08/26/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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