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John K

PFS™, Series 63, Series 65

Pearl River, NY

LPL Financial

John Kennelly is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at SagePoint Financial Advisors, Chase Investment Services Corp., Wamu Investments, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He is also an insurance agent selling fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with non-advisory 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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