Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Evard Larsen is a registered representative with Fidelity Personal AND Workplace Advisors. Dwight has been in the financial industry since April 4, 1995. Dwight has a Series 6, Series 7, Series 63, Series 65, and Series 66 license and is currently registered in 53 states and the District of Columbia. Dwight is also a registered investment advisor representative in Arizona, Texas, and Utah. Dwight has experience with State Farm VP Management Corp., Fidelity Brokerage Services, Inc., and Pruco Securities Corporation. Dwight is a financial advisor who is committed to 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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
IL
02/20/2002 - 04/01/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
RI
12/03/1993 - 03/08/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
01/19/1993 - 09/14/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/18/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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