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Norman Jay Politziner

Kingsview Wealth Management, LLC

Highland Park, NJ

Grants Pass, OR

CRD 711308

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-09-25
  • NJ RA
    APPROVED
    Since 2018-09-25

Branch Locations

47 Raritan Ave., Highland Park, NJ 08904 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Life Group Highland Park NJ 07/1978 Present
Equity Services, Inc. Montpelier VT 02/1986 09/2018
Kingsview Wealth Management Llc Highland Park NJ 09/2018 Present
Kingsview Partners Llc Grants Pass OR 09/2018 Present
Previous Registrations
  • 2002-05-21 → 2018-09-25
    Montpelier, VT
    Edison, NJ
    Highland Park, NJ
    Roanoke, VA
    Highland Park, NJ
Other Businesses

*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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-06
  • S63 Uniform Securities Agent State Law Examination
    1991-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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