Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cena? Claim Your ProfileCena Larsen is an Investment Advisor Representative with Corient, registered in Michigan. Cena has been in the industry since February 2014 and is currently registered with Corient and has been with the firm since November 2022. Prior to working at Corient, Cena worked at R.H. BLUESTEIN & CO LLC. Cena holds a Series 65 license. Cena specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Financial Planning, Selection of Other Advisers, and Educational Seminars. Cena has experience working with a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, other trusts and PPLI, and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MI
12/05/2022 - Present
Corient (BIRMINGHAM MI)
IA
Issued 12/15/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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