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JG

Jeannie Gierbolini Merino

INVESTMENT PLANNERS
San Juan, PR 00918
Some features on this profile are disabled
CRD#: 4193773
JG

Professional summary

Jeannie Gierbolini Merino, who also goes by Jeannie Gierbolini, is a registered financial professional currently at INVESTMENT PLANNERS, INC. located in San Juan, .

Jeannie is registered as a RR (Registered Representative) and started their career in finance in 2008. Jeannie has worked at 2 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeannie Gierbolini

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeannie Gierbolini Merino's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 4, 2021 - Present

INVESTMENT PLANNERS, INC.

Office #1: The City Towers 252 Ponce De Leon Ave. Suite 1001, San Juan, PR 00918
BD
CRD#: 18557
San Juan, PR
Past

August 8, 2008 - November 20, 2019

UNIVERSAL FINANCIAL SERVICES INC.

BD
CRD#: 131558
GUAYNABO, PR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Puerto Rico
(3/4/2021)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IP
INVESTMENT PLANNERS, INC.
INVESTMENT PLANNERS, INC. | PAL-STAR MANAGEMENT CORPORATION

CRD#: 18557 / SEC#: , 8-35642

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
226 W. Eldorado Street, Decatur, IL 62522
Mailing Address
P.o. Box 170, Decatur, IL 62525-0170
Phone number
(217) 425-6340
Established
Illinois since 02/01/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KOSHINSKI, DAVID PAULCEO / FINOP1765543
CLOSSER, ALLEN BAYARDPRESIDENT1101000
FUERSTENBERG, LORI LEACHIEF COMPLIANCE OFFICER4023335
HANCOCK, MICHELLE SUZANNEROP4934512

Disclosures

Regulatory Event1
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTMENT PLANNERS, INC.

CRD#: 18557San Juan, PR 00918

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