Company Information

Get to know Financial Extensive Planning (FEP)

Founded in 2004, Financial Extensive Planning, Inc. (operating as FEP Capital) is a boutique investment banking firm and a registered member of FINRA/SIPC. The company specializes in providing corporate finance and advisory services to middle-market and emerging growth companies primarily in the United States and Latin America. Its core services include mergers and acquisitions (M&A) advisory, private placements of debt and equity, and valuation services such as fairness opinions.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Technology Software Development

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Financial Extensive Planning (FEP)

United States

Founded in

Nov 2016 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.