Ari Teplitz (CRD# 5816950) is an Investment Advisor Representative working at Teplitz Financial Group LLC in Old Bridge, NJ and has over 12 years of experience in the finance industry. Ari Teplitz 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# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook, NY | Jul 2014 - Current | 9 |
| Nylife Securities LLC | Stratford, CT | Jul 2011 - Jul 2014 | 3 |
| New York Life Insurance Company | Stratford, CT | Jun 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- CA
- NJ
- PA
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Total Assets Under Management107MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$296,115
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, NJ, NY, PA, TX
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