Unclaimed
Johnathan Holmes Larrison is an investment advisor representative associated with Spc. Johnathan holds the Series 66, Series 24, SIE, and Series 7 securities licenses and has been in the industry since December 20, 2015. Johnathan is currently registered with the state of Michigan as a Broker-Dealer and Investment Advisor. Johnathan was previously associated with Cambridge Investment Research, Inc., and Blamer Financial Services. Johnathan's employment history also includes positions with the United States Coast Guard, Cambridge Investment Research Advisors, Inc., and Sigma Financial Corporation.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
03/25/2019 - Present
SPC (ANN ARBOR MI)
MI
09/16/2015 - 12/19/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIO MI)
BOTH
Issued 10/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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