Reno
Reser
Planmember Securities Corporation
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About this Advisor
Reno Reser is a financial advisor based in Carpinteria, California, working with Planmember Securities Corporation. Reno has previously held positions at Minnesota Life Insurance Company, Cetera Advisors, Ifp Securities, LLC, Independent Financial Partners, Planmember Securities Corporation, Reser Enterprise Inc Dba Tactical Financial Solutions, Reno J. Reser (Self Employed), Reno J. Reser Dba Capital Works Mortgage, Double R Property LLC, and Phenix Investment Group LLC. Reno has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Reno is part of Planmember Securities Corporation, which operates out of Carpinteria, California. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Reno Reser Work History
Planmember Securities Corporation
Reno J. Reser Dba Capital Works Mortgage
Ifp Securities, LLC
Independent Financial Partners
Double R Property LLC
Phenix Investment Group LLC
Reser Enterprise Inc Dba Tactical Financial Solutions
Minnesota Life Insurance Company
Reno J. Reser (Self Employed)
Cetera Advisors
Disclosures
Please visit the SEC profile of Reno Reser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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