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John P

Series 66

Pasadena, CA

LPL Financial

John Polwrek is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, including prior experience at Waddell & Reed. He also operated John J Polwrek, Inc., a business entity for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, 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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Robert C

Series 66

Pasadena, CA

LPL Financial

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

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

Series 66

Pasadena, CA

LPL Financial

Joseph Polwrek is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School for five years and Newell Brands for three years. He operates Polwrek Financial as a DBA for his LPL business. 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 access to third-party asset management, supported by extensive technology and a broad array of affiliated financial services.

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

CFP®, Series 66

Pasadena, CA

LPL Financial

Benjamin Lemon is a CFP®-certified financial advisor at LPL Financial with 22 years of industry experience. He has held various roles in financial planning associations and served on the board of Montecedro. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and sophisticated 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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Robert A

Series 66

Pasadena, CA

LPL Financial

Robert Albert is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and four years of industry experience. He has previously worked at Cadaret Grant & Co, Inc. and Morgan Stanley Smith Barney LLC. 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 financial planning and investment services through a large network of advisors and utilizes various investment strategies, including model portfolios, third-party subadvisors, and customized allocations.

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

Series 66

Pasadena, CA

LPL Financial

Feliks Reytblat is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Linda Polwrek and Waddell and Reed, Inc., as well as engagements with various insurance carriers dating back to the early 2000s. Outside of his advisory work, he is involved in tax preparation and accounting 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 network of over 22,800 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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Linda P

CFP®, Series 66

Pasadena, CA

LPL Financial

Linda Polwrek is a CFP®-certified financial advisor with 17 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes operating Linda K Polwrek, Inc., and roles with Waddell & Reed, Inc., and various insurance carriers. She has been involved with community organizations such as the Pasadena Showcase House for the Arts and the Pasadena Senior Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, including 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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