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Mason P

Series 66

Belle Vernon, PA

LPL Enterprise

Mason Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has worked at Vinoski Winery. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning services.

Tax-loss harvesting
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Hayden P

Series 66

Belle Vernon, PA

LPL Enterprise

Hayden Pascoe is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved in selling Medicare advantage and supplement plans through Health Benefits Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Tax-loss harvesting
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