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Planned Financial Programs

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

734 Walt Whitman Rd Ste 301, Melville, N...

Phone Number

(631) 423-8800

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Planned Financial Programs

Planned Financial Programs is a brokerage firm that has been the subject of investigations regarding investment losses suffered by clients. The firm is associated with regulatory disclosures and is required to conduct due diligence and suitability analyses when recommending securities. Investors who have experienced losses may seek recovery through arbitration claims facilitated by legal representation. Galvin Legal, PLLC is actively investigating on behalf of these investors to assist in recovering their losses.Explore more
Popular SearchesPLANNED FINANCIAL PROGRAMS IncSIC Code 62,621NAICS Code 52,523Show more

Planned Financial Programs Org Chart

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RD
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Founded In

Top Executive

Planned Financial Program...

<$5M
1-10
Private
-
1991
RD
Robert DeLambilyPresident & Owner
$7.5M
11-50
Private
-
1990
PM
Patty MartinezLegal Assistant
$6M
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1978
$5.3M
11-50
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-
-
KG
Katrina GuilianoSenior Securities Litigation Paralegal
<$5M
11-50
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2003
<$5M
11-50
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2017
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Planned Financial Programs is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Planned Financial Programs is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Planned Financial Programs.

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Frequently Asked Questions Regarding Planned Financial Programs

What is Planned Financial Programs's Revenue?
Planned Financial Programs's revenue is <$5 Million
What is Planned Financial Programs's SIC code?
Planned Financial Programs's SIC: 62,621
What is Planned Financial Programs's NAICS code?
Planned Financial Programs's NAICS: 52,523
How many employees does Planned Financial Programs have?
Planned Financial Programs has 1-10 employees
What industry does Planned Financial Programs belong to?
Planned Financial Programs is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Planned Financial Programs competition?
Planned Financial Programs top competitors include: FINRA Securities Arbitration, Investment Loss Attorney, Shepherd Smith Edwards & Kantas, Stoll Berne
What does Planned Financial Programs do?

Planned Financial Programs is a brokerage firm that has been the subject of investigations regarding investment losses suffered by clients. The firm is associated with regulatory disclosures and is required to conduct due diligence and suitability analyses when recommending securities. Investors who have experienced losses may seek recovery through... arbitration claims facilitated by legal representation. Galvin Legal, PLLC is actively investigating on behalf of these investors to assist in recovering their losses.Read More

Is Planned Financial Programs a public company?
Planned Financial Programs is private company therefore does not currently have an official ticker symbol
See more information about Planned Financial Programs

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