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Jeannie Gierbolini merino

Investment Planners, Inc.

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About Jeannie Gierbolini merino

Jeannie Gierbolini merino is a financial advisor associated with Investment Planners, Inc. Jeannie is a registered representative in Puerto Rico, and has been in the securities industry since 2009. Jeannie holds the Series 7 and Series 66 licenses.

Firm Information

Jeannie Gierbolini merino 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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Jeannie Gierbolini merino’s Registration & Firm History

PR

03/04/2021 - Present

Investment Planners, Inc. (San Juan PR)

PR

08/08/2008 - 11/20/2019

UNIVERSAL FINANCIAL SERVICES INC. (GUAYNABO PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeannie Gierbolini merino.
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