Tioga State Investment Services, Representatives

Anne C. Catalano
Anne C. Catalano, CFP®, RICP®
Financial Consultant
LPL Registered Representative
LPL Investment Advisor Representative
LPL Registered Principal


Email: anne.catalano@lpl.com
Cell Phone: 607-341-5376

 

Credentials You Can Count On:

  • Life, Accident & Health Insurance licenses
  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional®
    RICP conferred by the American College
David Allen
David Allen, PhD
LPL Registered Representative
LPL Investment Advisor Representative
LPL Registered Principal


Email: david.allen@lpl.com

 

Credentials You Can Count On:

  • Life, Accident & Health Insurance licenses
  • PHD from Columbia University
  • Professor Emeritus, City University of New York

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck..


Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Tioga State Bank and Tioga State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tioga State Investment Services, and may also be employees of Tioga State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tioga State Bank or Tioga State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Entity Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, UT, VA.