Michael WoloshinCRD Number: 732640
Current Firm: Woloshin Investment Management, LLC
Michael Woloshin (CRD# 732640) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 39 years of experience in the finance industry.
Lpl Financial LLC
Planning Capital Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Woloshin Investment Management, LLC||Medford, NJ||Apr 2004 - Current||17|
|Summit Brokerage Services Inc.||Medford, NJ||Sep 2015 - Apr 2016||< 1|
|J.p. Turner & Company, LLC||Medford, NJ||Apr 2004 - Oct 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management97MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$157,556
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, GA, MA, NJ, PA, TX, VA
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