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Ben Lipschitz
Chartered Life Underwriter (CLU®)
Elite Financial Solutions330 W 38th St, Rm 901, New York, NY 10018-8456
Broker Affiliation: Cetera Financial Group
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Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Elite Financial Solutions® is independent of Cetera.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.