Invested Better
Advisors in Hope, New Jersey
4 Results
Unclaimed
location

HOPE, NJ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Bruno Wong flores is a financial professional with experience in the industry. Bruno has been registered with LPL Financial LLC since July 2024. Bruno previously worked at J.P. MORGAN SECURITIES LLC from August 2022 to December 2022. Bruno holds the Series 6TO and SIE licenses. Bruno specializes in investment company products/variable contracts and securities industry essentials.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

HOPE, NJ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Jon Klippel is a registered investment advisor with LPL Financial LLC. Daniel has been in the financial services industry since 2016 and has prior experience with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Daniel is licensed to provide investment advisory services in Connecticut, District of Columbia, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and South Carolina. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and other consulting services. Daniel has a strong commitment to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

HOPE, NJ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Alexandra Kayal is a financial advisor with LPL Financial LLC in HOPE, NJ. Sarah has been in the financial services industry since January 24, 2019. Sarah is registered with the state of New Jersey and other states including Florida, New York, Ohio, Pennsylvania, and South Carolina. Sarah has Series 66, Series 7TO, and SIE securities licenses. Sarah specializes in financial planning, portfolio management, and other advisory services. Sarah also has experience with First Hope Bank and Raymond James Financial Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

HOPE, NJ

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Steven Lyons is a financial advisor with LPL Financial LLC. Steven has been in the financial industry since October 31, 2007. Steven is licensed in 19 states and has a Series 7, Series 66 and SIE licenses. Steven has worked with Raymond James Financial Services, Inc. and Edward Jones in the past.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES