Ted Halpern Awarded "Ethics Approved Status"

We are pleased to announce that the International Association of Registered Financial Consultants (IARFC®) has recently awarded Ted Halpern the “Ethics Approved Status” for his adherence to the IARFC Code of Ethics.

This historical verification includes background checks from FINRA, state licensing records, and internet searches. A clean record for the past five years satisfies the IARFC requirements for being “Ethics Approved.”

Ted has also passed the IARFC required Code of Ethics Exam, which reaffirms his commitment to ethical behavior and integrity of service to the clients they serve.

Ted has been serving clients for over twenty-seven years, specializing in Private Wealth Management and Family Wealth needs.