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Julie Mae Permutt

Planmember Securities Corporation

Irvington, NY

CRD 3106823

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Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-01
  • NY RA
    APPROVED
    Since 2021-02-01

Branch Locations

One Bridge Street, Suite 70, Irvington, NY 10533 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scarborough Alliance Irvington NY 04/2001 Present
Planmember Securities Corporation Carpinteria CA 12/2010 Present
Calico Family Ventures, Llc Henderson NV 01/2008 Present
  • 04/2001 → Present
    Scarborough Alliance
    Irvington, NY
  • 12/2010 → Present
    Planmember Securities Corporation
    Carpinteria, CA
  • 01/2008 → Present
    Calico Family Ventures, Llc
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-05
  • S66 Uniform Combined State Law Examination
    1998-11-05
Designations
  • Certified Financial Planner
Other Names
  • Julie Mae Forier

View on SEC IAPD

Nearby Firms

PRIVATE ADVISOR GROUP, LLC
MA ASSET MANAGEMENT, LLC
STEWARDSHIP FINANCIAL PLANNING

Nearby Investors

KEITH ANTHONY COX
ANTHONY LAFRANCA
CRAIG HOWARD TULL

Nearby Offices

PRIVATE ADVISOR GROUP, LLC · Irvington, NY
MA ASSET MANAGEMENT, LLC · IRVINGTON, NY
STEWARDSHIP FINANCIAL PLANNING · IRVINGTON, NY

More in Irvington, NY

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