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Antonio M. Ochoa

Investment Planners, Inc.

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About Antonio M. Ochoa

Antonio Ochoa is a financial professional with over 15 years of experience in the financial industry. Antonio is currently registered with Investment Planners, Inc. and is licensed in Puerto Rico. Antonio holds the Series 6 and SIE licenses. In the past, Antonio was employed at MML INVESTORS SERVICES, LLC.

Firm Information

Antonio Ochoa 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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Antonio Ochoa’s Registration & Firm History

PR

10/28/2020 - Present

Investment Planners, Inc. (San Juan PR)

PR

05/03/2005 - 11/02/2020

MML INVESTORS SERVICES, LLC (SAN JUAN PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Antonio M. Ochoa. Review regulatory record here.
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