Norman J. Politziner
KINGSVIEW WEALTH MANAGEMENT
HIGHLAND PARK, NJ 08904
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CRD#: 711308
Professional summary
Norman Jay Politziner, CFP® is a registered financial advisor currently at KINGSVIEW WEALTH MANAGEMENT, LLC located in Highland Park, New Jersey.
Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Norman has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
*NORMAN J POLITZINER, 47 RARITAN AVE, HIGHLAND PARK NJ 08904. INV REL.LIFE INS SALES.AGENT.78-PRES.120HR/MO DUR TRAD.LIC.WITH VAR. INS CO. *GEORGE STREET PLAYHOUSE, 9 LIVINGSTON AVE, NEW BRUNSWICK NJ 08901. NOT INV.REL.,IN NEW BRUNSWICK NJ,NOT-FOR-PROFIT THEATRE CO.,THAT IN PART,PROVIDES THEATRE PROGRAMS TO MORE THAN 70,000 STUDENTS,MANY IN DISADVANTAGED AREAS,IN NJ, BOARD OF TRS,1994-PRES,7-10 HR/MO,BOARD MEETINGS HELD AFTER HRS, VOLUNTEER POS.,NO PAY; REVIEWS PERSONNEL PROCEDURES & POLICIES AS CHAIRMAN OF PERSONNEL COMMITTEE;REVIEWS BUDGET AS MEMBER OF BUDGET COMMITTEE; ADVOCATE FOR THE THEATRE;AND OTHER DUTIES.*HEARP BROKERAGE, INC., INV. REL., 47 RARITAN AVE, HIGHLAND PARK NJ 08904. INS SALES. AGENT, NOVEMBER 2010-PRES., 10 HRS/MO, DUR. TRAD. HRS, I AM A BROKER FOR SEV. INS COMPANIES TO SELL LIFE, DIS., AND HEALTH AND DO SO UNDER HEARP BROKERAGE, INC *FAIRWAY FINANCIAL PARTNERS, LLC. 47 RARITAN AVE, HIGHLAND PARK NJ 08904. INV REL. INS. AGENT. 9/1/11-PRESENT. 8 HRS/MO. DURING TRADE HRS. *NJP ASSOCIATES. 47 RARITAN AVE, HIGHLAND PARK NJ 08904. DEC 2002. INV REL. PRIMARY DBA NAME. PRESIDENT. FINANCIAL SERVICES/FIXED INS SALES. DURING TRADE HRS.
Commissioned insurance agent for life, disability and health insurance. Commissions based on product specifics per company.
CRS (Client Relationship Summary) - RIA
Click below to view Norman Jay Politziner'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®
Start date: 1983
Experience
Current
September 25, 2018 - Present
KINGSVIEW WEALTH MANAGEMENT, LLC
Office #1: 47 Raritan Ave., Highland Park, NJ 08904RIA
CRD#: 148107
HIGHLAND PARK, NJ
Past
May 21, 2002 - September 25, 2018
EQUITY SERVICES, INC.
RIA
CRD#: 265
HIGHLAND PARK, NJ
Past
October 31, 1986 - June 8, 1987
ABACUS EQUITY SERVICES, INC.
BD
CRD#: 11271
Past
February 4, 1986 - September 25, 2018
EQUITY SERVICES, INC.
BD
CRD#: 265
HIGHLAND PARK, NJ
Past
July 3, 1980 - October 31, 1986
CARDELL & ASSOCIATES, INCORPORATED
BD
CRD#: 7700
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW ASSET MANAGEMENT | VERDEO FINANCIAL SERVICES | ROLLO WEALTH MANAGEMENT | PERLMAN GROUP | NORMAN J. POLITZINER, CFP & NJP ASSOCIATES | KNIGHT STRATEGIC WEALTH | KINGSVIEW WEALTH MANAGEMENT, LLC | KINGSVIEW PARTNERS WEALTH MANAGEMENT | KINGSVIEW PARTNERS | KINGSVIEW INVESTMENT STRATEGIES | KINGSVIEW INVESTMENT MANAGEMENT | KINGSVIEW ASSET MANAGEMENT, LLC
CRD#: 148107 / SEC#: 801-79198
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arkansas
Registered Investment Advisory firm - (2/26/2014 Terminated)Florida
Registered Investment Advisory firm - (2/26/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/26/2014 Terminated)Iowa
Registered Investment Advisory firm - (2/26/2014 Terminated)Minnesota
Registered Investment Advisory firm - (2/26/2014 Terminated)New York
Registered Investment Advisory firm - (11/8/2013 Cancelled)North Dakota
Registered Investment Advisory firm - (2/26/2014 Terminated)Oregon
Registered Investment Advisory firm - (2/26/2014 Terminated)South Dakota
Registered Investment Advisory firm - (2/26/2014 Terminated)Texas
Registered Investment Advisory firm - (2/26/2014 Terminated)Virginia
Registered Investment Advisory firm - (2/26/2014 Terminated)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
New Jersey(9/25/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/23/1980
Registered Representative ExaminationCurrent Firm
KW
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW ASSET MANAGEMENT | VERDEO FINANCIAL SERVICES | ROLLO WEALTH MANAGEMENT | PERLMAN GROUP | NORMAN J. POLITZINER, CFP & NJP ASSOCIATES | KNIGHT STRATEGIC WEALTH | KINGSVIEW WEALTH MANAGEMENT, LLC | KINGSVIEW PARTNERS WEALTH MANAGEMENT | KINGSVIEW PARTNERS | KINGSVIEW INVESTMENT STRATEGIES | KINGSVIEW INVESTMENT MANAGEMENT | KINGSVIEW ASSET MANAGEMENT, LLC
CRD#: 148107 / SEC#: 801-79198
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arkansas
Registered Investment Advisory firm - (2/26/2014 Terminated)Florida
Registered Investment Advisory firm - (2/26/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/26/2014 Terminated)Iowa
Registered Investment Advisory firm - (2/26/2014 Terminated)Minnesota
Registered Investment Advisory firm - (2/26/2014 Terminated)New York
Registered Investment Advisory firm - (11/8/2013 Cancelled)North Dakota
Registered Investment Advisory firm - (2/26/2014 Terminated)Oregon
Registered Investment Advisory firm - (2/26/2014 Terminated)South Dakota
Registered Investment Advisory firm - (2/26/2014 Terminated)Texas
Registered Investment Advisory firm - (2/26/2014 Terminated)Virginia
Registered Investment Advisory firm - (2/26/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
509 Se 7th Street 2nd Floor, Grants Pass, OR 97526
Mailing Address
Phone number
(312) 870-6701
Established
Firm type
Fiscal year end
# of Employees
225
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 24,847 |
| AUM (Assets Under Management) | $ 6,745,495,357 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
