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Larissa Urban Scheper

World Equity Group, Inc.

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About Larissa Urban Scheper

Larissa Urban Scheper is a registered representative with World Equity Group, Inc. and has been in the financial industry since 2019. Larissa is a Series 7, 63, 79 and SIE licensed professional. Larissa has a strong focus on providing comprehensive financial planning services to individuals, as well as portfolio management for businesses and individuals.

Firm Information

Larissa Scheper is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larissa Scheper’s Registration & Firm History

IL

04/22/2021 - Present

World Equity Group, Inc. (ARLINGTON HEIGHTS IL)

FL

12/04/2019 - 04/16/2021

COLONNADE SECURITIES LLC (CLEARWATER FL)

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Licenses & Designations

BC

Issued 10/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larissa Urban Scheper.
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