Felicia A. Voloschin

LIFE'S BUSINESS

Atlanta, GA 30338-3091

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CRD#: 3090262

Professional summary

Felicia A Voloschin, CFP®, who also goes by Felicia A Friedson, Felicia Friedson, is a registered financial advisor currently at LIFE'S BUSINESS, INC. located in Atlanta, Georgia.

Felicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Felicia has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Felicia A Friedson | Felicia Friedson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FELICIA VOLOSCHIN CPA LIFE'S BUSINESS TAX AND CONSULTING SERVICES, INC. 2526 MOUNT VERNON RD. SUITE B-226 ATLANTA, GA 30338 NOT AN INVESTMENT RELATED FIRM. FIRM IS CPA FIRM PROVIDING TAX, AND BUSINESS AND INDIVIDUAL CONSULTING ADVICE. POSITION FELICIA HOLDS IS PRESIDENT. FELICIA VOLOSCHIN OWNES 100% OF THE SHARES OF THIS CORPORATION SINCE IT'S INCEPTION ON OCT. 9, 2009. CORPORATION NAME WAS FORMERLY KNOWN AS VOLOSCHIN & ASSOCIATES, PA, INC. FELICIA IS THE CPA INVOLVED WITH TAX PREPARATION AND PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia A Voloschin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

March 23, 2010 - Present

LIFE'S BUSINESS, INC.

Office #1: 2472 Jett Ferry Road Suite 400-226, Atlanta, GA 30338-3091

RIA

CRD#: 152270

Atlanta, GA

Past

July 31, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

July 31, 1998 - May 25, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/23/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/13/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFE'S BUSINESS, INC.

LIFE'S BUSINESS, INC. | ROCKIN' FINANCE

CRD#: 152270 / SEC#:

Florida

Registered Investment Advisory firm - (12/12/2013 Terminated)

Georgia

Registered Investment Advisory firm - (3/23/2010 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2472 Jett Ferry Road Suite 400-226, Atlanta, GA 30338-3091

Mailing Address

Phone number

(770) 481-0903

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 6,366,202

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Felicia A. Voloschin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia A Voloschin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE'S BUSINESS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/1999

Series 63

Date: 7/30/1998

Series 7

Date: 10/13/1999

Series 6

Date: 7/30/1998

Current Firm

LIFE'S BUSINESS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFE'S BUSINESS, INC.

TRUST BUT VERIFY

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