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Wayne Lettieri

Advisor at LPL Enterprise

Updated today

Location

Oradell, NJ 07649

Credentials

ChFC®, Series 65

Industry experience

42 years

About

Wayne Lettieri is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 65 license, with 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1983 and was affiliated with Pruco Securities, LLC. for over four decades. Outside of advisory work, he is involved in the sale and service of automobile and property and casualty insurance. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, model portfolio management, and access to third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

550 Kinderkamack Road, Suite 151

Oradell, NJ 07649

Most active in

New Jersey

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential insurance company of america

1983 - Present (43 years)

Pruco Securities, LLC.

1983 - 2024 (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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