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Michael T
Series 66
Poughkeepsie, NY
LPL Financial
Michael Tannenbaum is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, CitiGroup, and Colonial Voluntary Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
Gene T
Series 63
Poughkeepsie, NY
LPL Financial
Gene Tannenbaum is a financial advisor with LPL Financial in Poughkeepsie, NY, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Woodbury Financial Services and ongoing involvement with National Wealth Network since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory and brokerage services through a national network, supporting both discretionary and non-discretionary management with access to model portfolios, research, and technological tools.
Robert T
Series 66
Poughkeepsie, NY
LPL Financial
Robert Tannenbaum is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services INC for two years. He has also been affiliated with Oneonta College since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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