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     161  0 Kommentare LPL Financial Welcomes Advisor Chris Kitaeff - Seite 2

    “I’m delighted to join forces with Chris as we embark on this exciting new chapter at Maher Wealth Management,” Maher said. “I’ve known Chris for over a decade and know that his heart is in financial services, along with a deep desire to always put clients’ best interests first. Our commitment to delivering premium client experiences remains unwavering, and we are confident this new partnership will allow us to take our service to new heights.”

    Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Chris to the LPL community and congratulate Maher Wealth Management on growing its team. We applaud their decision to join forces in an ongoing effort to evolve their business and provide differentiated experiences for their clients. At LPL, we are deeply committed to providing advisors with ultimate freedom and flexibility. We look forward to supporting the entire Maher team for years to come.”

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    Advisors, find your perfect fit at LPL.

    About LPL Financial
    LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

    Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Maher Wealth Management and LPL Financial are separate entities.

    Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

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    LPL Financial Welcomes Advisor Chris Kitaeff - Seite 2 SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) - LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. With the move to LPL, Kitaeff joins Maher Wealth …

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