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Thomas Marian Woloszyn

Cornerstone Planning Group

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About Thomas Marian Woloszyn

Thomas Marian Woloszyn is an Investment Advisor Representative registered with Cornerstone Planning Group in Fairfield, NJ. Thomas has been in the industry since January 2019. Thomas has a Series 66 license, as well as Series 7TO and SIE licenses. Thomas holds a Series 66 license and has passed the SIE and Series 7TO exams. Thomas is registered with the state of New Jersey as an Investment Advisor Representative. Thomas specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Thomas works with individuals, high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Thomas Woloszyn is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Woloszyn’s Registration & Firm History

NJ

09/22/2022 - Present

Cornerstone Planning Group (FAIRFIELD NJ)

NY

03/18/2019 - 10/04/2022

NYLIFE SECURITIES LLC (STATEN ISLAND NY)

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Licenses & Designations

BOTH

Issued 07/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Marian Woloszyn.
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