Unclaimed
John Larsen is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm with over 5,000 licensed agents. John has been in the financial services industry since March 1996, and is registered with FINRA and the state of Arizona. John holds the Series 7 and Series 63 licenses and the SIE. John has extensive experience working with individual investors, high-net-worth individuals, and corporations. John is a Certified Financial Planner and provides a variety of services, including financial planning, portfolio management, pension consulting, 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.
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
AZ
05/24/2021 - Present
Raymond James Financial Services Advisors, Inc. (Scottsdale AZ)
AZ
10/11/2013 - 05/24/2021
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
01/04/1997 - 10/04/2013
EDWARD JONES (SCOTTSDALE AZ)
MN
03/07/1996 - 12/20/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1996 - 12/20/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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