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Jennifer R

Series 63, Series 66

Richland, NY

LPL Financial

Jennifer Reed is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2015, following roles at Cadaret, Grant & Co., Inc., RBC Capital Markets, and TD Ameritrade. Outside of her advisory work, she has experience as a wedding photographer and has been involved with the Disabled Persons Action Organization in a part-time capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced research tools and extensive 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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