Mireya Jimenez
Investment adviser representative at Planmember Securities Corporation
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Planmember Securities CorporationMar 2024 to now
- Mireya Jimenez (self Employed)Apr 2023 to now
- Penwell Treta Wealth ManagementApr 2021 to now
- Stephanie Horst Cpa PcApr 2023 to Jul 2025
- Valerie Webber Insurance AgencyJan 2022 to Dec 2022
- Na - UnemployedJan 2014 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7362191
- Firm CRD
- 11869