| Advisor Profile |
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Business Description |
| CFP, CPA, Comprehensive Financial Planning, Tax And Estate Planning, Investment Management |
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General Information |
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| Name of Broker/Dealer: |
TFS Securities, Inc.
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| States Licensed in: |
NJ, PA
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| Years of Experience in Financial Services: |
24
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| Number of Years with Current Firm: |
3
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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| BS, Accounting - Temple University |
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Services |
| Investment Types: |
Insurance, Mutual Funds, Options & Futures, Annuities, Exchange Traded Funds (ETFs), Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)
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| Securities Licenses: |
Series 6, Series 7
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Society of Financial Service Professionals
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Allan Turoff, CFP® |
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