PlanMember Securities was ranked number 10 out of the top 25 Independent Broker/Dealers for Home Office Support in the June issue of Investment Advisor Magazine. This is the first time PlanMember has made an appearance on an Investment Advisor Top 25 list in this category.
“We are proud to have PlanMember and its Partnership for Success Program recognized as a “premier” broker/dealer relationship and business opportunity for our partners. Through our Partnership for Success Program, PlanMember provides its representatives with access to new markets, industry-leading marketing programs and product platforms, along with unparalleled customer support to help them achieve their business goals and objectives” said Chief Executive Officer, Jon Ziehl.
PlanMember provides optimal support to its representatives through a personalized ratio of one home office staff member to 3.8 representatives. For an independent Broker/Dealer, PlanMember offers representatives a unique level of home office support, including the help of PlanMember’s Business Development Officers, Business Development Specialists, a marketing team of specialists and the nation’s only in-house call center for both representatives and clients.
Mr. Terry Janeway, Chief Operating Officer for PlanMember, said, “Our unique Advisor and Client Call Center, staffed with security licensed and industry trained representatives, better leverages our Advisors’ time so they can do what they do best; tailor financial solutions that meet their clients’ investment and retirement planning needs. PlanMember’s call center and customer service commitment gives clients a knowledgeable and personal point of contact to their retirement and investment accounts, alleviating representatives of administrative support duties and helping us achieve our common objective of meeting and exceeding customer expectations.”
PlanMember is proud to be rated highly in Investment Advisors 2011 Top 25 Independent Broker/Dealers for Home Office Support. PlanMember Securities Corporation has been an industry-leading broker/dealer for over two decades. With 400 registered representatives across the country, $4 billion in assets under management and over 110,000 customer accounts, PlanMember is an approved retirement plan provider for 2,300 school districts and nonprofit organizations nationwide. PlanMember Securities Corporation is a registered broker/dealer, investment advisor and member FINRA/SIPC.
For more information about the company please contact Richard Ford at Richardf@planmember.com or 800-874-6910 x2400.
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