Business Description

As a Certified Public Accountant and Financial Advisor, I have been providing financial and tax services for over 25 years to individuals and small business in Monmouth County.

Building a great team is an absolute necessity in today's enviornment. I offer a high performance team
in all areas of financial services to provide my client with the best and most comprehensive fiancial services. Saving for college, planning for retirement and mortgage services are only a few of these services.

I invite you to visit my website and browse through
the useful resources such as information articles,
and financial calulators.

General Information

Gender:

Male

CRD#:

3115755

Insurance License#:

9842427

Name of Broker/Dealer:

TFS Securities

States Licensed in:

N.J. N.Y. Fl. VA,

States Willing to do Business in:

N.J

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

over 25 years as a Certified Public Accountant
helping a variety of clients with their financial
matters.

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Education

Academic Background

Graduate of City College of New York

Services

Investment Types:

Annuities, Mortgages & Real Estate, Alternative Investments, Mutual Funds, Insurance, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Public Accountant (CPA)

Securities Licenses:

Series 7

Insurance and Annuity Licenses:

Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity

Financial Organization Memberships:

American Institute of Certified Public Accountants (AICPA), New Jersey & New York Society of CPA's

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Investment Advisor Representative:

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

Minimum Portfolio Size for New Managed Accounts:

$85000

Compensation Methods:

Commissions

Prepared By:

Leonard Zimmerman