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Daniel H

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Daniel Harney is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related services through its extensive network of investment adviser representatives.

Tax-loss harvesting
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Cynthia D

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2012, including a role with Pruco Securities, LLC. Outside of her advisory work, she serves as a board member for CazArts, a nonprofit organization involved in organizing community arts activities in Cazenovia, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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, with a focus on financial planning, third-party asset manager access, and affiliated non-securities services.

Tax-loss harvesting
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John B

Series 63

Syracuse, NY

LPL Enterprise

John Benns Jr. is a financial advisor at LPL Enterprise with 17 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also involved in non-variable insurance activities aligned with his advisory business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Tax-loss harvesting
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Michael C

Series 63, Series 65

Syracuse, NY

LPL Enterprise

Michael Cousineau is a financial advisor with LPL Enterprise based in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Cousineau is involved in business consulting for RV rental operations. 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 employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Tax-loss harvesting
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Bradley H

Series 63

Syracuse, NY

LPL Enterprise

Bradley Harte is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mass Mutual Investors Services, and Nationwide Investment Services Corporation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and operates with a model-driven investment approach using portfolios developed by LPL’s Research Department and external strategists.

Tax-loss harvesting
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Matthew F

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Matthew Francis is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Ryan K

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Ryan Kozyra is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, and M&T Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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Paul K

Series 63, Series 66

Syracuse, NY

LPL Enterprise

Paul Kobel is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Key Investment Services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

Tax-loss harvesting
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Mark D

Series 63

Syracuse, NY

LPL Enterprise

Mark Diebold is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product sales through affiliated entities.

Tax-loss harvesting
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Nicole R

Series 63

Syracuse, NY

LPL Enterprise

Nicole Rogers is a financial advisor at LPL Enterprise with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise, LLC 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Patrick S

Series 63

Syracuse, NY

LPL Enterprise

Patrick Scherer is a financial professional at LPL Enterprise with over 10 years of industry experience. He holds a Series 63 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Tactical Financial Solutions, where he provides insurance and investment services. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Tax-loss harvesting
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Mason G

Series 66

Syracuse, NY

LPL Enterprise

Mason Gasbarre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including Ameriprise, Northwestern Mutual, and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a primarily model-driven investment approach and offering access to third-party asset managers and insurance products.

Tax-loss harvesting
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Nicholas G

Series 65, Series 63

Syracuse, NY

LPL Enterprise

Nicholas Gacioch is a financial advisor with LPL Enterprise in Syracuse, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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