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Anil R

Series 63, Series 66

San Jose, CA

LPL Financial

Anil Ratnani is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include eight years at Ameriprise Financial Services and one year at Fusion Forte Inc. He is based in San Jose, CA. 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 investment management solutions through a large network of advisors, combining scale with multiple financial service offerings.

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

Series 63, Series 65

San Jose, CA

LPL Financial

Gayl Hynek is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and with 42 years of industry experience. Hynek has been with LPL Financial since 2002, following a year at Wells Fargo Investments. Outside of advisory work, Hynek provides notary services to clients. 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 advisory and brokerage services, including financial planning, model portfolio programs, 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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