Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claus? Claim Your ProfileClaus Anton Larsen is a financial advisor with over 19 years of experience in the industry. Claus is registered with LPL Financial LLC and has a Series 7, Series 63, Series 52, Series 53, Series 55, Series 65 and Series 99 license. Claus specializes in providing financial advice to individuals, businesses, and charitable organizations. Claus has experience working with a variety of firms, including TD Waterhouse Investor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC. Claus has a strong track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/18/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 06/07/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
11/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/01/2005 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NJ
11/01/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
11/01/2005 - 09/05/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
11/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NE
12/17/2004 - 08/04/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/11/2004 - 10/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/20/2003 - 01/14/2004
F G MARKETS, INC. (NEW YORK NY)
IA
Issued 06/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/12/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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