Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larissa? Claim Your ProfileLarissa Anna Poindexter is a registered representative with Oppenheimer & Co. Inc. and has been in the industry since March 3, 1985. Larissa has experience with several firms including LPL Financial Corporation, Raymond James & Associates, Inc., UBS Financial Services Inc., Salomon Smith Barney Inc., and Rauscher Pierce Refsnes, Inc. Larissa is also a Registered Investment Advisor, specializing in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Selection of Other Advisers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/01/2009 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
04/16/2004 - 04/20/2009
LPL FINANCIAL CORPORATION (HOUSTON TX)
FL
06/06/2003 - 04/21/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
02/12/1999 - 06/27/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/23/1992 - 02/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
03/25/1991 - 10/05/1992
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
05/06/1986 - 03/25/1991
FIRST CITY BROKERAGE COMPANY
NA
03/06/1986 - 07/17/1987
FIRST AMERIGROUP SECURITIES, INC.
NA
09/24/1985 - 11/25/1985
SHEARSON LEHMAN BROTHERS INC.
NA
09/24/1984 - 07/24/1985
SYNCHRONICITY INVESTMENTS, INC.
IA
Issued 3/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 9/5/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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