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Planmember Securities Corporation CRD 11869
$10.1B regulatory AUM 125 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
Schenectady, NY • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisc Of America | Schenectady | NY | 05/1986 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 05/2008 | Present |
| Lifeplan Wealth Management Group | Schenectady | NY | 07/2016 | 12/2018 |
1)FINANCIAL INSTITUTIONS SERVICES CORPORATION OF AMERICA (DBA-FISC OF AMERICA);200 Thackeray Ct, SCHENECTADY, NY 12309-5517;INSURANCE MARKETING SERVICES/INSURANCE AGENCY; OWNER/PRESIDENT;START 05/1986:120HRS/MO;IR; 2 HRS/PER DAY/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-05 |
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