Katie
Corsetto
Woloshin Investment Management, LLC
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About this Advisor
Katie Corsetto is a financial advisor based in Medford, New Jersey, working with Woloshin Investment Management, LLC. Katie has previously held positions at Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Mcadam, LLC, J P Turner & Company LLC, Woloshin Investment Management, and Summit Brokerage Service. Katie has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Katie is part of Woloshin Investment Management, LLC, which operates out of Medford, New Jersey. The firm has 3 employees and manages assets totaling $130.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Woloshin Investment Management, LLC includes asset-based and fixed fees.
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Woloshin Investment Management, LLC Brokerage Details
$130,023,294
3
815
$159,538
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Katie Corsetto Work History
Woloshin Investment Management
J P Turner & Company LLC
Summit Brokerage Service
Purshe Kaplan Sterling Investments
Mcadam, LLC
Ing Financial Partners, Inc
Mcadam Financial Group
Disclosures
Please visit the SEC profile of Katie Corsetto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woloshin Investment Management, LLC
Medford, NJ
Medford, NJ
Medford, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
