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Willis Edward Seda de leon

Investment Planners, Inc.

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About Willis Edward Seda de leon

Willis Edward Seda de leon is a financial professional with over two decades of experience in the industry. Willis is currently registered with Investment Planners, Inc., and holds licenses for Series 6, Series 7, and the Securities Industry Essentials (SIE) Exam. Willis has previously worked with a number of financial institutions, including Nationwide Planning Associates Inc., MML Investors Services, LLC, Financial Network Investment Corporation, and Oriental Financial Services Corp. Willis's prior experience and expertise provide a strong foundation for offering a wide range of financial services to clients.

Firm Information

Willis Seda de leon 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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Willis Seda de leon’s Registration & Firm History

PR

10/20/2020 - Present

Investment Planners, Inc. (San Juan PR)

PR

02/07/2014 - 10/19/2020

NATIONWIDE PLANNING ASSOCIATES INC. (San Juan PR)

PR

07/05/2007 - 02/06/2014

MML INVESTORS SERVICES, LLC (SAN JUAN PR)

PR

07/08/2003 - 05/01/2007

FINANCIAL NETWORK INVESTMENT CORPORATION (HATO REY PR)

PR

11/09/1998 - 01/28/2003

ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)

NY

03/26/1998 - 10/16/1998

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

03/26/1998 - 10/16/1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Willis Edward Seda de leon.
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