Company Name:
PLANNED FINANCIAL SERVICES
Alternative Name:
PLANNED FINANCIAL SERVICES, LLC
Address:
SUITE 300, 7000 FITZWATER ROAD, CLEVELAND OH 44141
CRD Number:
112879
SEC Number:
801-110086
Financial Regulator:
SEC/ FINRA
Website:
http://plannedfinancial.com/
Registration started
Ended
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 4603315
JEREMY BOK
JEREMY BOK
started on 2005-07-01
CDR: 2441945
FRANK FANTOZZI
started on 2005-07-01
CDR: 2703710
WALTER MOORE
started on 2007-04-20
CDR: 5778321
Christopher Waters
CHRIS C WATERS CHRIS WATERS CHRISTOPHER C WATERS CHRISTOPHER CHARLES WATERS CHRISTOPHER WATERS
started on 2016-07-12
CDR: 1277018
ELISABETH PLAX
ELISABETH C PLAX
started on 2016-07-12
CDR: 6017690
YUANYUAN YANG
CYNTHIA YANG YUAN YUAN YANG
started on 2016-07-12
CDR: 2703710
WALTER MOORE
ended on 2016-12-19
CDR: 4173133
BRIAN KLECAN
started on 2017-04-18
CDR: 5012141
Daniel Goldfarb
Dan Goldfarb
started on 2017-11-09
CDR: 5778321
Christopher Waters
CHRIS C WATERS CHRIS WATERS CHRISTOPHER C WATERS CHRISTOPHER CHARLES WATERS CHRISTOPHER WATERS
ended on 2017-01-10
CDR: 5959181
AMY VALENTINE
CHIAWEN CHENG
started on 2020-07-16
CDR: 5012141
Daniel Goldfarb
Dan Goldfarb
ended on 2020-07-13
CDR: 4603315
JEREMY BOK
JEREMY BOK
ended on 2021-03-26
CDR: 1277018
ELISABETH PLAX
ELISABETH C PLAX
ended on 2021-03-26



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