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About Us

Planner Securities, LLC is full service and an online investment firm offering a full line of investment products and tools designed to help investors. Founded in 2008, we are member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC").

Our trading platforms, combines advanced features, providing intuitive navigation and customizable interface solutions focusing on the trader’s needs to remain competitive.

In addition, we offer Institutional and Retail investors access to all U.S. exchange registered Stocks and Options, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Structured Products, Treasuries, Agencies, Private Placements and Investment Banking Services.


For more detailed information please click on the Portfolio Solutions menu above.