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Louis P

Series 63, Series 65

Naples, FL

LPL Financial

Louis Pelliccioni Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is the author of the book *DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS* and is involved in publishing, speaking, and online courses through Yes You Can Succeed LLC. 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 and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by 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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Sean M

Series 63, Series 65

Naples, FL

LPL Financial

Sean McVey is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has previously worked at firms including American Global Wealth Management, Laidlaw & Company (UK) LTD., and Wells Fargo Advisors. Outside of his advisory role, he is involved in a non-investment business entity, McVey LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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

Series 66

Naples, FL

LPL Financial

Brice Pelliccioni is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial. Outside of his advisory role, he serves as Vice President of VP Health Group, Inc., a business entity not related to investments. 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 and portfolio management services through a large network of investment adviser representatives, combining advisory platforms with a broad array of non-advisory financial activities.

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

Series 66

Naples, FL

LPL Financial

Dennis Oliva is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Ameriprise, and Wells Fargo Clearing. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and extensive 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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