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Benjamin L

Series 66

Liverpool, NY

LPL Financial

Benjamin Loder is a financial advisor at LPL Financial with six years of industry experience. He has held roles at Cadaret Grant & Co., Inc., M&T Bank, and United Financial Services. Loder is also involved with United Wealth & Tax Services, Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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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Joseph C

Series 63, Series 65

Liverpool, NY

LPL Financial

Joseph Correia is a financial advisor with LPL Financial based in Liverpool, NY, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Equitable Advisors. Outside of his advisory work, he is involved with United Financial Services in tax preparation and accounting, and he manages activities through Johnson Wealth Management Group LLC. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its large network of investment adviser representatives with 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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Paul S

Series 63

Liverpool, NY

LPL Financial

Paul Spero is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and previously worked at Cadaret, Grant & Co., Inc. for 36 years. Outside of advising, he is a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

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