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Robert C

ChFC®, Series 63, Series 65

Wayne, PA

LPL Financial

Robert Clements Jr. is a financial advisor with LPL Financial in Wayne, PA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 23 years of industry experience and has worked at firms including Global Retirement Partners, LLC, New England Securities, and Private Advisor Group, LLC. Clements also serves as a life insurance broker and operates Clements Financial LLC, a business entity formed for tax and liability purposes. 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 variety of financial planning and investment solutions, including 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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Peter G

Series 63

Wayne, PA

LPL Financial

Peter Grassi is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Global Retirement Partners, LLC. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of advisory and non-advisory financial activities.

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

Series 63

Wayne, PA

LPL Financial

Gerad Thorell is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at firms including Global Retirement Partners, LLC, Private Advisor Group, LLC, and New England Securities. Thorell also provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 66

Wayne, PA

LPL Financial

Ambler Selway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at firms including Global Retirement Partners, LLC, New England Securities, and MSI Financial Services, and provides advisory services through his own independent firm, Global Retirement Partners, LLC. 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 wide range of financial planning and investment management services, including access to 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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