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Brands and Their Owners
| PlanMember Financial Corporation contact information is shown below | |
| Owner: | PLANMEMBER FINANCIAL CORPORATION |
|---|---|
| Owner Address: | 6187 Carpinteria Avenue Carpinteria CA 93013 |
| Owner Web Site | |
| Owner Phone | |
| Owner Toll Free | |
| Owner Fax |
| Brand: |
BENEFICIARY PLANNING SYSTEM |
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| Description: | SYSTEM;Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information; |
| Category: | SYSTEM |
| Brand: |
BENEFICIARY SUMMARY REPORT |
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| Description: | REPORT;Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor; |
| Category: | REPORT |
| Brand: |
MEMBERBANK SERVICES |
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| Description: | MEMBER BANK SERVICES;financial retirement planning services;SERVICES; |
| Category: | MEMBER BANK SERVICES |
| Brand: |
MEMBERMINDS |
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| Description: | Providing a website featuring non-downloadable videos on financial planning, and financial and investment information and financial options; Providing on-line tutorial videos in the field of financial planning, and financial investment, not downloadable; Educational services in the nature of courses and classes in the field of investment options and retirement planning offered via online, non-downloadable informational videos and recordings; publication of online texts of interviews featuring financial advisors in the field of financial planning and financial investment for educational purposes;MEMBER MINDS; |
| Category: | PROVIDING WEBSITE FEATURING NON DOWNLOADABLE |
| Brand: |
ONLINE RETIREMENT PLAN REVIEW |
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| Description: | ON LINE RETIREMENT PLAN REVIEW;A web based and/or computer application based retirement planning tool that reviews the progress of clients' savings and investment strategy and recommends possible adjustments; |
| Category: | ON LINE RETIREMENT PLAN REVIEW |
| Brand: |
OPTIFUND |
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| Description: | ADMINISTRATION, MANAGEMENT, BROKERAGE AND CONSULTING SERVICES IN THE FIELD OF MUTUAL FUND INVESTMENT PLANS; |
| Category: | ADMINISTRATION |
| Brand: |
OPTIFUND |
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| Description: | OPTIC FUND;Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans; |
| Category: | OPTIC FUND |
| Brand: |
OPTIFUNDINSURANCE |
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| Description: | Insurance agency; insurance brokerage; insurance administration; offering, distributing and administrating annuities;OPTIMUM FUND INSURANCE; |
| Category: | INSURANCE AGENCY |
| Brand: |
OPTIFUNDPREFERENCE |
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| Description: | Funds investment services, namely, administration and advisory services in the field of mutual fund investments; financial services, namely, mutual fund brokerage, mutual fund distribution, and mutual fund investment;OPTI FUND PREFERENCE; |
| Category: | FUNDS INVESTMENT SERVICES |
| Brand: |
OPTIFUNDSELECT |
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| Description: | Funds investment services, namely, administration in the field of mutual fund investments; financial services, namely, mutual fund brokerage, mutual fund distribution and mutual fund investment;OPTIFUND SELECT; |
| Category: | FUNDS INVESTMENT SERVICES |
| Brand: |
ORPR |
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| Description: | A web based and/or computer application based retirement planning tool that reviews the progress of clients' savings and investment strategy and recommends possible adjustments; |
| Category: |