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Walter D

PFS™, Series 63, Series 66

Staten Island, NY

LPL Financial

Walter Daszkowski is a financial advisor with LPL Financial, holding the PFS™ credential and Series 63 and 66 licenses, with 28 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2012 to 2017. Outside of his advisory role, he is the CEO and majority shareholder of Daszkowski Tompkins & Weg PC, which provides accounting and bookkeeping services, and serves as a vice chairman and board member of Empire State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

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

Series 63

Staten Island, NY

LPL Financial

Michael Fischer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with National Planning Corporation. In addition to his advisory roles, Fischer has served as a firefighter with the New York City Fire Department since 2003 and operates a sole proprietorship managing ATM machines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, 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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Mark W

PFS™, Series 63

Staten Island, NY

LPL Financial

Mark Weg is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials, and has 24 years of industry experience. He previously worked at National Planning Corporation for five years and is a partner at Trochiano & Daszkowski LLP since 2002. Outside of advising, he is involved in mortgage solicitation and tax preparation through affiliated business ventures. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research support.

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

Series 63

Staten Island, NY

LPL Financial

Richard Wismer is a financial advisor with LPL Financial in Staten Island, NY, holding a Series 63 designation and 19 years of industry experience. He is the founder, CEO, and majority shareholder of Daszkowski, Tompkins & Weg PC, a tax preparation and accounting firm. Wismer has worked at LPL Financial since 2017 and previously at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

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

Series 65, Series 66

Staten Island, NY

LPL Financial

Michael Anicito is a financial advisor with LPL Financial in Staten Island, NY, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years. His outside activities include tax preparation work during tax season and assisting with client service requests for other advisors affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party asset management access, 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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Kevin M

Series 63, Series 66

Staten Island, NY

LPL Financial

Kevin Murray Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes more than two decades with the Fire Department of New York and previous roles at Woodbury Financial Services and National Planning Corporation. He is involved with Murray Financial Group, a business related to his LPL advisory practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives through a range of discretionary and non-discretionary strategies.

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

Series 66, Series 63

Staten Island, NY

LPL Financial

Christopher Warhol is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining LPL Financial in 2024, he worked at Marcum LLP and Mazars USA LLP in accounting and advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing technology tools to assist advisors.

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