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CHAD BERNER KISHEL
CRD#: 4512653
IA
B
PLANMEMBER SECURITIES CORPORATIONCRD#: 11869 1700 Pennsylvania Ave
McDonough, GA 30253
McDonough, GA 30253
0
Disclosures
22
Years of Experience
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State Registrations
B
Alabama 1/2/2013
B
North Carolina 10/9/2007
B
Colorado 10/9/2007
B
Pennsylvania 10/8/2019
B
Florida 10/9/2007
B
South Carolina 11/9/2007
B
Georgia 8/16/2010
B
Utah 11/13/2020
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Georgia 9/3/2020
B
Wyoming 4/16/2021
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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Registered with this firm since 9/3/2020
B
Registered with this firm since 10/9/2007
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 07/12/2006 - 10/09/2007 | LARGO, FL | |
B | 06/19/2003 - 07/12/2006 | NORCROSS, GA | |
B | 03/26/2002 - 06/30/2003 | WINDSOR, CT |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.