Terrall JanewayCRD Number: 2947154
Current Firm: Planmember Securities Corporation
Terrall Janeway (CRD# 2947154) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Unionbanc Investment Services, LLC
|Planmember Securities Corp.||Carpinteria, CA||Nov 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
Total Assets Under Management8,218MILLIONS
Total Number of Accounts64,132ACCOUNTS
Average Account Value$128,134
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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