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Pedro Juan Vidal

Investment Planners, Inc.

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About Pedro Juan Vidal

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.

Firm Information

Pedro Vidal 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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Pedro Vidal’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pedro Juan Vidal.
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