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Patrick G

Series 63, Series 65

St Louis, MO

LPL Enterprise

Patrick Grace is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC from 1987 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm operates an integrated platform combining adviser programs with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel G

Series 66

St Louis, MO

LPL Enterprise

Daniel Grace is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding a Series 66 license and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and experience in the construction industry. He is also involved in selling group health insurance and Medicare supplement plans through a separate insurance activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management programs. The firm integrates advisory programs with insurance products and financing solutions within a comprehensive platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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