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Anthony M

Series 63, Series 65

Valhalla, NY

LPL Enterprise

Anthony Mastronicola is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC from 1991 until joining LPL Enterprise in 2024. Outside of advisory work, he is involved in selling home and auto insurance through various property and casualty firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs while also facilitating insurance product sales through affiliated entities.

Tax-loss harvesting
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John R

Series 65, Series 63

Valhalla, NY

LPL Enterprise

John Renda is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. In addition to his advisory work, he is involved in selling health insurance products with various companies. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm utilizes model-driven investment strategies with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody services.

Tax-loss harvesting
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Anthony G

Series 63

Valhalla, NY

LPL Enterprise

Anthony Giuliante Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 28 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in teaching a New York State health insurance point and reduction program. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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