Gabrielle K. Velazquez
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.
- Highmark Financial Solutions GroupMay 2026 to now
- Planmember Securities CorporationMay 2026 to now
- Highmark Administration & ConsultingMar 2026 to now
- Highmark Insurance SolutionsMar 2026 to now
- San Clemente United Soccer ClubAug 2025 to now
- Highmark Financial Solutions GroupOct 2025 to Mar 2026
- Grant ThorntonJan 2023 to Jul 2025
- Na-unemployedJun 2022 to Jan 2023
- Cal Poly State University-student ServicesMar 2020 to May 2022
- FlourhouseJan 2020 to Mar 2020
- Cal Poly State UniversitySep 2018 to Mar 2022
- Na-unemployedJun 2018 to Sep 2018
- San Clemente High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8180084
- Firm CRD
- 11869