Irene Giman, financial advisor Marlton NJ
96 score

Irene Giman

CRD Number: 1240869
Current Firm: Rtd Financial Advisors Inc.

Irene Giman (CRD# 1240869) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Marlton, NJ and has over 34 years of experience in the finance industry. Irene Giman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rtd Financial Advisors Inc. Philadelphia, PA Mar 2016 - Current 2
Power Wellness Cherry Hill, NJ Apr 2009 - Current 9
Pinnacle Financial Advisors, LLC Marlton, NJ Aug 2011 - Mar 2016 4
Cherry Hill Public School Cherry Hill, NJ Jan 2009 - Dec 2011 2
Future Fitness Berlin, NJ Apr 2009 - Jul 2011 2
Jcc Cherry Hill, NJ Apr 2008 - Aug 2010 2
Home Maker Cherry Hill, NJ Jan 2001 - Apr 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for Irene S. Giman
Phone Number: 215-557-3800
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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