Haim Shepes is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with PLANMEMBER SECURITIES CORPORATION.
| Firm | From | To | Current |
|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | 2018-10-30 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2017-06-27 | 2018-10-24 | — |
| LEGEND ADVISORY, LLC | 2011-08-15 | 2018-10-24 | — |
| LEGEND ADVISORY, LLC | 2004-06-30 | 2011-08-15 | — |