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Leonel C
Series 63, Series 65
Shelton, CT
LPL Financial
Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and was previously with Northstar Wealth Partners, LLC. Calderon also operates a business entity for tax purposes outside of his advisory role. 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, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by research and technology.
Steven T
CFP®, Series 63, Series 65
Shelton, CT
LPL Financial
Steven Tuchband is a CFP® professional with over 31 years of experience in the financial industry. He has been with LPL Financial since 1995 and has also been self-employed since 1994. In addition to his advisory work, he has involvement with Demapac, Inc. since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Roy J
Series 63, Series 65
Shelton, CT
LPL Financial
Roy Johansen Jr. is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a commissioned notary public. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technological tools.
Roger C
Series 63, Series 65
Shelton, CT
LPL Financial
Roger Ciriello is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential Annuities Distributors and Primerica Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Matthew F
Series 63, Series 65
Shelton, CT
LPL Financial
Matthew Fortney is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015, previously working at Northstar Wealth Partners. Outside of his advisory role, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by comprehensive research and technology tools.
William C
Series 66
Shelton, CT
LPL Financial
William Calderon is a financial advisor at LPL Financial holding the Series 66 designation. He began his advisory career in 2023 and has previous experience as a student at Syracuse University and as a teacher at Staples High School and Coleytown Middle School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and offers access to proprietary and third-party research and investment strategies.
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