Greyvin
Jovel
Planmember Securities Corporation
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About this Advisor
Greyvin Jovel is a financial advisor based in Lake Oswego, Oregon, working with Planmember Securities Corporation. Greyvin has previously held positions at U.S. Bank, U.S. Bancorp Investments, Inc, Axa Advisors LLC, Equitable Advisors, LLC, Planmember Securities Corporation, and United Financial Nw. Greyvin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Greyvin is part of Planmember Securities Corporation, which operates out of Lake Oswego, Oregon. 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
Greyvin Jovel Work History
Planmember Securities Corporation
United Financial Nw
Axa Advisors LLC
Unempoyed
Equitable Advisors, LLC
U.S.Bank
U.S. Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Greyvin Jovel 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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