Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Larson is a financial advisor with Raymond James Financial Services Advisors, Inc., registered with the state of Wisconsin. David has been in the financial services industry since January 26, 2000, and has a strong track record of success in serving clients in various areas, including but not limited to financial planning, pension consulting, and portfolio management for individuals and businesses. David holds several professional certifications, including the Series 7, Series 9, Series 10, Series 63, and SIE exams. In addition to his work as an advisor, David is also the owner of Larson Financial Group, LLC, a support company that provides investment executive branch management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
06/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (Wausau WI)
MO
01/27/2000 - 03/12/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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