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Jeffrey S
Series 63, Series 65
Shrewsbury, MA
LPL Financial
Jeffrey Singer is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves clients through CUNA Brokerage Services, Inc. and Central One Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Samantha W
Series 65, Series 63
Shrewsbury, MA
LPL Financial
Samantha Welsh is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 65 and Series 63 licenses and with two years of industry experience. Her prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.
Hope D
Series 63, Series 65
Shrewsbury, MA
LPL Financial
Hope Dennis is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2022, Dennis worked at Central One FCU, CUNA Brokerage Services, and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.
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