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Zita Elpern Fortman

Planmember Securities Corp.

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About Zita Elpern Fortman

Zita Fortman is a registered representative with Planmember Securities Corp. in Wood Ranch, California. Zita has been in the securities industry since June 25, 1994 and has been registered with the firm since July 31, 2001. Zita also has a previous registration with Legend Equities Corporation in Palm Beach Gardens, Florida. Zita has passed the Series 63, Series 6 and SIE exams.

Firm Information

Zita Fortman is currently registered with Planmember Securities Corp.. Planmember Securities Corp. is a corporation formed in March 1982 with its main office in Carpinteria, CA. The firm provides financial planning, pension consulting, educational seminars, and investment supervisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Planmember Securities Corp. manages over $8 billion in assets under management.
Planmember Securities Corp.

6187 CARPINTERIA AVENUE

CARPINTERIA, CA 93013

$8.28B

Assets Under Management

100

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provides investment supervisory services

Provides investment supervisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zita Fortman’s Registration & Firm History

CA

07/31/2001 - Present

Planmember Securities Corp. (Wood Ranch CA)

FL

05/15/1995 - 05/06/1999

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

FL

02/02/1994 - 12/21/1994

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 01/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zita Elpern Fortman.
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