Rhona Liptzin (CRD# 1425697) is an Investment Advisor Representative working at Wank & Liptzin Advisory Services LLC in Mineola, NY and has over 37 years of experience in the finance industry. Rhona Liptzin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wank & Liptzin, Cpa's | Mineola, NY | Jan 1994 - Current | 30 |
| Ars Financial Services | Valley Stream, NY | Sep 1985 - Current | 38 |
| Self | Seaford, NY | Jan 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
- NY
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$1,133,333
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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