Business Description

CFP, CPA, Comprehensive Financial Planning, Tax And Estate Planning, Investment Management

General Information

Gender:

Male

CRD#:

2572582

Firm CRD#:

20626

Name of Broker/Dealer:

TFS Securities, Inc.

States Licensed in:

NJ, PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BS, Accounting - Temple University

Services

Investment Types:

Mutual Funds, Insurance, Annuities, Stocks, Options & Futures, Exchange Traded Funds (ETFs), Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)

Securities Licenses:

Series 6, Series 7

Insurance and Annuity Licenses:

Long Term Care, Disability, Life, Health, Annuity

Financial Organization Memberships:

Society of Financial Service Professionals, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Allan Turoff, CFP®