Rene Pochop (CRD# 2541810) is an Investment Advisor Representative working at Pochop Financial Management, Inc. in South Burlington, VT and has over 29 years of experience in the finance industry. Rene Pochop 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.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pochop Financial Management, Inc. | South Burlington, VT | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- NY
- VT
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, VT
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