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Michael C

Series 63, Series 66

Glastonbury, CT

LPL Financial

Michael Cosenza is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Since 2021, he has served as a director for the Rotary Club of Worcester. 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 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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Steven K

Series 63, Series 65

Glastonbury, CT

LPL Financial

Steven Kesses is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at National Planning Corporation, Raymond James Financial Services, and UBS Financial Services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Glastonbury, CT

LPL Financial

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 credentials and over 24 years of industry experience. She previously worked at National Planning Corporation for 14 years and has operated her own CPA practice since 1989. In addition to her advisory work, she is a licensed insurance agent with limited non-variable insurance activities. 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 financial planning, asset management, and institutional services supported by a large network of advisors 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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Andrew A

CFP®, Series 63, Series 65

Glastonbury, CT

LPL Financial

Andrew Aubrey is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott LLC, Bank of America, Merrill, Quick & Reilly, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

CFP®, Series 63, Series 65

Glastonbury, CT

LPL Financial

Joseph Murphy is a CFP® professional with 40 years of experience in the financial services industry. He has worked at LPL Financial since 2011, with additional experience at United Bank, Infinex Investments, Key Investment Services, Connecticut Investment Management, Newalliance Investments, and OSAIC Institutions. 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 portfolios, third-party asset management access, 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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