Joanne Letizia Meier

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Lpl Financial Llc
  Cheektowaga, NY
• 06/2021 → Present
  Lpl Financial Llc
  Cheektowaga, NY
• 05/1995 → Present
  M&T Securities, Inc.
  Buffalo, NY
• 05/1981 → Present
  M & T Bank
  Buffalo, NY

Previous Registrations

• 2017-03-03 → 2021-06-09
  M&T Securities, Inc.
  Cheektowaga, NY
  Rochester, NY
  Cheektowaga, NY
  Cheektowaga, NY
  Buffalo, NY
  Cheektowaga, NY
  Williamsport, PA
  Buffalo, NY
  Cheektowaga, NY
  Baltimore, MD

Other Businesses

1. 04/27/2021 - Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2017-03-02
• S63 Uniform Securities Agent State Law Examination
  1994-11-28

Other Names

• Joanne Letiziameier
• Joanne C Letizia