General Conflict of Interest Disclosure and Related Compliance Materials
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Mapstone/Veritas Financial Group (“MV”) is not a registered investment advisor, and is not owned or operated by Equitable Advisors, LLC or Equitable Network,LLC. MV, Equitable Advisors,LLC. and Equitable Network,LLC. do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your particular circumstances. The information on this website is not investment or securities advice and does not constitute an offer. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors,LLC.' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors,LLC. FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable email@example.com. Complaints about an Equitable Advisors,LLC. FP should be directed to firstname.lastname@example.org.
Qualified Plan Specialist title awarded by Equitable Advisors,LLC., based upon successful completion of an internal training program and written assessment.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors,LLC. or Equitable Network,LLC.
PPG 122505 (Exp 2/21)