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Robert S

Series 63, Series 66

Whippany, NJ

LPL Financial

Robert Shapiro is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2011. 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, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Lorie R

Series 63, Series 66

Whippany, NJ

LPL Financial

Lorie Rios is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Alan L

CFP®, Series 63

Whippany, NJ

LPL Financial

Alan Levine is a CFP® professional with 36 years of experience in financial advising. He has been with LPL Financial since 2010 and also maintains a longstanding affiliation with Diversified Financial Consultants, Inc., where he has worked since 1989. Levine serves as a fiduciary for several family trusts. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Babajide O

Series 63, Series 66

Whippany, NJ

LPL Financial

Babajide Oluyemi is a financial advisor with LPL Financial in Whippany, NJ, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved with Overcomers Wealth Management LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joseph M

Series 66

Whippany, NJ

LPL Financial

Joseph Moriarty Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, First Home Bank, and Centralstar, LLC. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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