Irene GimanCRD 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 33 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.
Cypress Financial Planning
Rockcrest Financial LLC
Dedicated Investment Advisers LLC
|Rtd Financial Advisors Inc.||Philadelphia, PA||Mar 2016 - Current||1|
|Power Wellness||Cherry Hill, NJ||Apr 2009 - Current||8|
|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|
Total Assets Under Management980MILLIONS
Total Number of Accounts470ACCOUNTS
Average Account Value$2,084,979
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DE, FL, GA, LA, MD, NC, NJ, NY, PA, RI, SC, TX, VA, VT
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