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Danielle G
Series 66
Orlando, FL
LPL Financial
Danielle Guzman is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.
John M
CFP®, Series 63, Series 66
Orlando, FL
LPL Financial
John Meyer is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Schwab Wealth Advisory and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.
Janice R
Series 63, Series 65, Series 66
Orlando, FL
LPL Financial
Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and 41 years of industry experience. She has been associated with Partners Federal Credit Union and LPL Financial since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she sells life, health, disability, long-term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.
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