Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Tanner is a financial professional with Planmember Securities Corp. Veronica is registered with FINRA and has passed the SIE and Series 6TO exams. Veronica has been in the industry since 2023 and has experience serving clients in the areas of charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals. Planmember Securities Corp. is a financial services firm offering a variety of investment advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
03/08/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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