Rhona Liptzin
Professional summary
Rhona Liptzin, CFP® is a registered financial advisor currently at WANK & LIPTZIN ADVISORY SERVICES LLC located in Mineola, New York.
Rhona is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Rhona has worked at 6 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rhona Liptzin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
August 5, 2021 - Present
WANK & LIPTZIN ADVISORY SERVICES LLC
Office #1: 114 Old Country Road Suite 506, Mineola, NY 11501October 31, 1995 - August 12, 1998
GOLDEN FINANCIAL SERVICES, INC.
August 31, 1994 - October 17, 1995
NOYES PARTNERS INCORPORATED
October 26, 1990 - September 7, 1994
KURZ-LIEBOW & COMPANY, INC.
June 5, 1989 - November 7, 1990
FIRST EASTERN EQUITY CORP.
February 2, 1987 - December 12, 1988
NATHAN & LEWIS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2021)
Exams
Current Firm
WANK & LIPTZIN ADVISORY SERVICES LLC
CRD#: 126215 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 17,700,000 |
Red Flags
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