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Peter R

Series 66

Kalida, OH

LPL Financial

Peter Rafaniello is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at Union Bank Company and Morgan Stanley. Outside of advisory work, Rafaniello is involved in non-variable insurance sales, including long-term care insurance and fixed annuity business through the Catholic Ladies of Columbia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced research and 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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