Unclaimed
Larrie Hoover is an investment advisor representative with Steward Partners Investment Advisory, LLC based in Clearwater, FL. Larrie has been in the industry since 1996 and has worked for several firms including Raymond James Financial Services, Inc., UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Larrie is registered in 29 states and has several licenses including Series 63, SIE, Series 31, Series 7, Series 52 and Series 6. Larrie specializes in financial planning, pension consulting and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
08/08/2019 - Present
Steward Partners Investment Advisory, LLC (Clearwater FL)
FL
03/29/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
11/13/2008 - 04/09/2018
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
04/02/2007 - 11/17/2008
MORGAN STANLEY & CO. INCORPORATED (ST. PETERSBURG FL)
FL
04/08/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ST. PETERSBURG FL)
FL
04/16/1999 - 04/27/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
02/24/1997 - 05/06/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
CA
10/04/1996 - 01/04/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 6/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 5/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 2/21/1997
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/2/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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