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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
PlanMember Securities Corporation 9 years, 12 months Aug 2006 - Present
Lincoln Investment Planning, Inc. 11 months Sep 2005 - Aug 2006
Woolfson Tax & Financial 25 years, 7 months Jan 1991 - Present
Are You
Elihu Hertzl Woolfson?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Elihu Woolfson

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 30, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 30, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

PlanMember Securities Corporation

Last updated on March 30, 2016
    • $2.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 49K
      Accounts
    • $53.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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