Unclaimed
David Larson is a financial advisor who has been in the industry since 1997. David is registered with Thrivent Investment Management Inc. in Minnesota. David is a Certified Financial Planner and holds a Series 6, 7, 24, 63, 65, 99TO and SIE licenses. David has also been previously registered with RBC DAIN RAUSCHER INC., PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
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.
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.
1
2
MN
12/04/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
NY
02/17/1999 - 04/28/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NJ
07/29/1991 - 02/16/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/29/1991 - 02/16/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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