Unclaimed
Pedro Juan Vidal is a financial professional registered with the state of Puerto Rico since March 9, 2021. Pedro currently works for Investment Planners, Inc., and has been in the industry since May 13, 2008. Prior to his current role, Pedro held positions at Kovack Securities Inc. and Financial Network Investment Corporation. Pedro holds the Series 6 and SIE securities licenses.
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.
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.
1
2
PR
03/09/2021 - Present
Investment Planners, Inc. (San Juan PR)
PR
06/17/2009 - 03/10/2021
KOVACK SECURITIES INC. (GUAYNABO PR)
PR
05/14/2008 - 06/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (MAYAQUEZ PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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