Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Larry has been in the financial industry since 2000. John is a registered representative and investment advisor representative and has a Series 7, Series 65 and Series 66 license. John is currently registered with Fidelity Personal And Workplace Advisors. Prior to that, John worked at Madison Avenue Securities, LLC; Equitable Advisors, LLC; J.P. Morgan Securities LLC; CUSO Financial Services, L.P.; Allstate Financial Services, LLC; Financial Network Investment Corporation; American Express Financial Advisors Inc.; and IDS Life Insurance Company. John offers financial planning services, educational seminars and selection of other 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.
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
04/03/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
HI
10/16/2020 - 11/23/2021
MADISON AVENUE SECURITIES, LLC (Kapolei HI)
HI
08/11/2020 - 10/21/2020
EQUITABLE ADVISORS, LLC (HONOLULU HI)
CA
12/20/2019 - 07/30/2020
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
01/16/2019 - 12/11/2019
CUSO FINANCIAL SERVICES, L.P. (OAKLAND CA)
HI
08/29/2003 - 11/30/2018
CUSO FINANCIAL SERVICES, L.P. (KANEOHE HI)
NE
01/16/2003 - 07/25/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
01/24/2001 - 09/18/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
01/26/2000 - 01/19/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/2000 - 01/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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