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Ujala T
Series 65, Series 63
Orchard Park, NY
LPL Financial
Ujala Tajammal is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of finance, she has been involved with NUST Construction & Roofing LLC since 2009. 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 range of financial planning and investment management services through a large network of advisors, utilizing various strategies and technology tools to support clients.
Joshua H
CFP®, Series 63
Hamburg, NY
LPL Financial
Joshua Haueise is a CFP®-designated financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at Black Diamond Custom Wealth Management, Commonwealth Financial Network, and Lincoln Financial Securities. Outside of his advisory role, he is involved in fixed insurance sales. 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, portfolio management, and institutional platforms, supported by technology and extensive non-advisory financial services.
Kevin M
Series 66
Orchard Park, NY
Wells Fargo Clearing
Kevin Meehan Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a limited liability company that holds rental property in Williamsville, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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