Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larisa? Claim Your ProfileLarisa Roth is an investment advisor representative with Summit Financial, located in Hunt Valley, MD. Larisa is a registered representative with LPL Financial LLC and has been in the financial industry since March 16, 2017. Larisa holds Series 6, SIE, 63 and 65 licenses. Larisa Roth offers a range of financial services to individuals and businesses, including financial planning, selection of other advisers, and portfolio management.
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.
Helps you choose top advisors aligned with your financial 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
MD
07/03/2020 - Present
Summit Financial (HUNT VALLEY MD)
BC
Issued 11/04/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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