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Home > Financial Services > Stock Brokers > Pension Planners Securities, Inc.
Pension Planners Securities, Inc.
Pension Planners Securities, Inc.is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
This securities firm was established in 1982 and has grown at an astronomical pace in the last few years. They credit this to the standards of their firm. They look for only the most ethically minded representatives who have a true desire to better the financial circumstances of their clients. They consistently bring their representatives continuing education material and new ideas to assist them in catering to their clients' needs. Their ability to meet the needs of their clients is their main concern.
The firm has over two hundred representatives that are experienced in a vast array of financial areas including, but not limited to, group and individual retirement plans, tax deferred investments, tax free investing, mutual funds, annuities, stocks, estate planning and insurance.
They are also an investment adviser and provide financial services to the public, including the sale of securities and insurance products and the provision of financial planning. The firm provides these products and services through a network of independent registered representatives, who are also generally licensed as insurance agents and may be investment advisor representatives as well.
As independent agents, their registered representatives may choose to provide a wide variety of products and services from many different providers. Through their registered representatives, customers may purchase securities, insurance products, and financial planning services offered by many different companies, including affiliated and non affiliated companies.
This is not a bank or credit union, so the financial services they provide are not insured by the Federal Deposit Insurance Corporation or the National Credit Union Association.
Their mission is to be the business partner in their representative's pursuit of success. To amplify their positive impact, they maximize Rep pay outs, minimize red tape, continually enhance technology and services, safeguard their representatives need for independence and continue to offer a positive, proactive environment driven by their needs. While all of their aspirations are important, nothing will supercede the number one priority of having an atmosphere that makes their representatives feel at home.
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