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Aidaliz Encarnacion garcia

Investment Planners, Inc.

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About Aidaliz Encarnacion garcia

Aidaliz Encarnacion garcia is a financial professional who joined Investment Planners, Inc. on January 9, 2023. Aidaliz has been in the industry since January 8, 2023. Aidaliz has passed the Series 7TO, Series 99TO, and SIE exams and is registered with FINRA. Aidaliz is also registered with the state of Florida and Puerto Rico.

Firm Information

Aidaliz Encarnacion garcia is currently registered with Investment Planners, Inc.. Investment Planners, Inc. is a corporation that was formed in February 1986. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have reported 1 regulatory event and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aidaliz Encarnacion garcia’s Registration & Firm History

PR

01/09/2023 - Present

Investment Planners, Inc. (San Juan PR)

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Licenses & Designations

BC

Issued 08/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2023

Series 99TO - Operations Professional Examination

BC

Issued 04/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aidaliz Encarnacion garcia.
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