Pension Planners Securities, Inc.

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Corporate Officers

Chief Compliance Officer and Owner

Contact for: Compliance questions, advertising approval, general fund information

President and Owner

Contact for: continuing education classes, new Representative information

CEO and Owner

Contact for: Marketing questions, Qualified plan questions, Broker/Dealer information for potential new Representatives

Office Staff

Commissions Department Manager

Contact for: specific commission research, other commission inquiries

Compliance Officer & Back Office Supervisor

Contact for: Compliance Issues

Transitions Manager

Contact for: New representative transition and licensing issues

Brokerage Manager

Contact for: Brokerage & RBC Issues

Transitions Specialist

Contact for: Annual meeting, transitions and licensing issues

New Business Administrative Assistant

Contact for: Client files & mail issues

New Business Administrative Assistant

Contact for: pending status of applications & confirmations

Receptionist

Contact for: General inquiries

Compliance Assistant

Contact for: General Compliance Inquiries