Reginald L. Stewart

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1987 → Present
  L.A.U.S.D.
  L.A., CA
• 12/1988 → Present
  Irm Distributors, Inc.
  Carpinteria, CA
• 11/2013 → Present
  Substitue Teaching
  Norco, CA
• 09/2015 → Present
  Syncis
  Corona, CA

Other Businesses

1)AGENT SELLING FIXED INSURANCE PRODUCTS, ANNUITIES, and disability insurance;1652 RIVENDEL DR. CORONA CA; START DATE 7/2003; 20 HRS/MONTH DEVOTED TO BUSINESS; 0 HRS DURING TRADING HOURS; ; IR. 2);SUBSTITUE TEACHING;2820 CLARK AVE. NORCO, CA 92860START DATE: 11/18/2013;EDUCATION;NOT INVESTMENT RELATED; NUM OF HRS/MTH DEVOTED TO THIS BUS:18 ; NUM OF HRS/MTH DEVOTED TO THIS BUSI DURING TRADING HOURS:12 3) SYNCIS; 1652 Rivendel Dr., Corona CA 92883; Agent; Start Date: 9/10/2015; Nature of Bus: Independent Marketing Organization (IMO); provide education about insurance such as life insurance, fixed life, indexed annuities and Indexed Universal Life Insurance. Sales and services of insurance and financial services and products; referrals; IR; Approx. Number of Hours/Month Devoted to this Business: 15; Approx. Number of Hours/Month Devoted to this Business during trading hours: 1

Other Names

• Reginald Leo Stewart