MichaelWoloshin- Financial Advisor Medford, NJ

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About Michael Woloshin

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.

Review current investments — We conduct a review of the client’s current investment portfolio.

Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.

Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

See Disclosures

General Information

CRD#

732640

Firm CRD#

132346

Name of Custodial Firm

TD Ameritrade

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Michael specializes in helping clients create and implement their customized retirement income plan.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$158 million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

http://downloads.financial-resources.org/books/picy/

Disclaimer

Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor.

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Paladin Research Report For:

Michael Woloshin

Woloshin Investment Management