Market Information Delayed 20 Minutes
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- American Cancer Society
National Professional Advisor Network
Member - Save the Children Planned Giving Advisory Council
Member - World Vision Financial Advisor Network
Member - New Rochelle Bar Association
Member - New Rochelle Council of Community Services
Past President - Community Advisory Board of the Junior League of Westchester on the Sound
Member - Association of Development Officers
Member - Association of Fundraising Professionals
Board of Directors - National Foundation for Teaching Entrepreneurship
Mentor - Avid Runner and Has Completed Five New York City Marathons & One Boston Marathon for Charity
Services
- 529 Plans
- Alternative Investments
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
Education and Licensing
- Bachelor of Arts - Philosophy, 1992
St. Lawrence University
Canton, NY - Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 2005
- Present: Morgan Stanley Smith Barney
Financial Advisor
Greenwich, CT - Boys & Girls Clubs of New Rochelle</b><br>1999
- 2005: Executive Director
1996 - 1999: Associate Executive Director
1994 - 1996: Unit Director
New Rochelle, NY
1999 - 2005: Executive Director
1996 - 1999: Associate Executive Director
1994 - 1996: Unit Director
New Rochelle, NY
Bulletin Board
529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
Christian A. Templeman is licensed in the following state(s):
CT, DE, FL, GA, MA, MD, MS, MT, NJ, NY, PA, SC, TN, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
