Unclaimed
Shane Rinner is a financial advisor at Planmember Securities Corp. based in Anchorage, Alaska. Shane is a registered representative with 22 states and is a licensed agent with FINRA. Shane holds the Series 6, Series 63 and SIE licenses. Shane has been in the financial industry since 2015. Planmember Securities Corp. is a financial services firm based in Carpinteria, California. The firm provides investment supervisory services, financial planning, and portfolio management for individuals, businesses, and retirement plans.
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
AK
08/10/2015 - Present
Planmember Securities Corp. (ANCHORAGE AK)
BC
Issued 10/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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