Planner Securities - the online investment firm dedicated to providing you with the best services.
Our team helps you navigate through the range of investment products we offer so you know what to do. Since our founding in 2008, we've been committed to do our best to help all clients. As a member of FINRA and SIPC, we offer advanced trading platforms with customizable features and a full range of investment options. From U.S. exchange registered stocks, options, and ETFs to mutual funds, bonds, structured products, treasuries, agencies, we have everything you need to take your investments to the next level.
At Planner Securities, we understand that every investor is unique. We know how important it is to clarify all doubts you might have to make the correct decisions. Our priority is your financial stability, and to ensure that you sign up for products that are both affordable and efficient.
We're more than just an investment firm – we want to be your solution to your financial success. Whether you're a seasoned investor or just getting started, our commitment to integrity and transparency means you can always rely on us. So why wait? Let us help you broaden your financial horizons today with Planner Securities.
Brokerage Products and Services offered by Planner Securities, LLC - Member FINRA and SIPC.
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Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Planner Securities is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.
Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Planner Securities’ review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.
Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing trading@plannersecurities.com
Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.
See our Pricing page for detailed pricing of all security types offered at Planner Securities. All prices listed are subject to change without notice.
Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.
This is not an offer or solicitation in any jurisdiction where Planner Securities is not authorized to conduct securities transaction.
System response and access times may vary due to market conditions, system performance, and other factors. Planner Securities LLC and its affiliates do not provide tax advice, and you always should consult your own tax adviser regarding your personal circumstances before taking any action that may have tax consequences.
