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Janeen K Mihoci

Planmember Securities Corporation

Hartstown, PA

Carpinteria, CA

CRD 1952583

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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
PA RA APPROVED 2020-06-13
  • PA RA
    APPROVED
    Since 2020-06-13

Branch Locations

Hartstown, PA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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
Greenvile School District Greenville PA 09/1978 Present
Irm Distributors, Inc. Carpinteria CA 04/1989 Present
  • 09/1978 → Present
    Greenvile School District
    Greenville, PA
  • 04/1989 → Present
    Irm Distributors, Inc.
    Carpinteria, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-12
S63 Uniform Securities Agent State Law Examination 1989-06-23
  • S65 Uniform Investment Adviser Law Examination
    2020-06-12
  • S63 Uniform Securities Agent State Law Examination
    1989-06-23
Other Names
  • Janeen K Fisher

View on SEC IAPD

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