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Ezequiel R

Series 66

Burbank, CA

LPL Financial

Ezequiel Rodriguez is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, US Bank, and Wells Fargo. He is also involved with Partners Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher E

CFP®, Series 63, Series 65

Burbank, CA

LPL Financial

Christopher Ellis is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Burbank, CA. His work history includes roles at Wedbush Securities, CUSO Financial Services, and Independent Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies from discretionary management to direct indexing.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maria U

CFP®, Series 66

Burbank, CA

LPL Financial

Maria Uribe is a financial advisor with LPL Financial in Burbank, CA, holding the CFP® and Series 66 credentials and having seven years of industry experience. She previously worked at Ameriprise for several years and is also employed outside the investment industry with 4Life Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tercel W

Series 66

Burbank, CA

LPL Financial

Tercel West is a Series 66 licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and Partners Federal Credit Union and has previous experience at firms including Ameriprise, Edward Jones, and Favor Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason B

Series 66

Burbank, CA

LPL Financial

Jason Barba is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024, and Equitable Advisors from 2019 to 2021. Outside of his advisory role, he has been employed at Taco Bell since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options through a large network of advisors, emphasizing customizable strategies supported by research and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leor S

CFP®, Series 66

Burbank, CA

LPL Financial

Leor Solomon is a CFP® professional affiliated with LPL Financial, based in Burbank, CA, with eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise from 2017 to 2024 and spent 17 years at Cartoon Network Studios. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across various platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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