Broker Check

Main Office:
310 Passaic Ave, Suite 203
Fairfield, NJ 07004

Affiliated Office:
Ladenburg Thalmann
277 Park Avenue, 26th Floor
New York, New York 10172

(866) 401k-529

Affiliations

 

The mission of Certified Financial Planner Board of Standards, Inc.(CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the United States.

 


Financial Services Institute (FSI) was formed in January 2004 as an advocacy and membership organization for independent broker-dealers and independent financial advisors. Broker-dealers, as support organizations for financial advisors, and their affiliated advisors have an important place in the broad spectrum of companies that deliver financial products, advice, guidance, education, and services to Americans.



 

Million Dollar Round Table (MDRT)is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 


The American College is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals.

The College is distinguished by resources of the highest quality, innovation in program delivery and design and results that create sustainable advantages for our customers.

Serving as a valued business partner to banks, brokerage firms, insurance companies and others for 80 years, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed.


Fox College Funding provides late stage college funding planning for families with a college-bound high school student. We specialize in helping upper-middle to high-income, and higher net worth families reduce their college expenses.

 


 

 Securities America is one of the largest independent broker/dealers in the nation. Their Midwestern work ethic compels them to go that extra mile to ensure the expectations of affiliated advisors and their clients are being met. With more than 1,600 financial professionals nationwide, everything they do revolves around helping us deliver the best financial products, services and financial resources to our clients.

 


 

The New Jersey Business & Industry Association is an employer association providing information, services and advocacy for its member companies in order to build a more prosperous New Jersey.