Flagship Financial Llc
At Flagship Financial, we pride ourselves on providing a personalized, tailored financial plan for every client - one that fits your unique needs, goals and financial concerns. Our Team is committed to exceptional client service, and together, possess decades of knowledge and diverse experience that allow us to be leaders in financial planning. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
70
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- SS
Stephanie Serafin
Senior Operations Manager · Operations
EmailPhone - LF
Larry Fiorini
Financial Advisor · Finance & Accounting
EmailPhone - CW
Caroline Wasielevski
Wealth Advisor · Finance & Accounting
EmailPhone - DF
Dean Fox
Financial Advisor · Finance & Accounting
EmailPhone - KH
Krista Hunsicker
Operations Associate · Operations
EmailPhone - MK
Matthew Kitchie
Financial Advisor · Finance & Accounting
EmailPhone - TG
Todd Gottshall
Insurance Specialist · Customer/Client Service
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Flagship Financial Llc
7 distinct titles indexed · top 7 shown.
- 3financial advisor
- 1insurance specialist
- 1operations associate
- 1retirement plan specialist
- 1senior operations manager
- 1senior wealth manager
- 1wealth advisor
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