Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Allen Creed is a financial advisor with World Equity Group, Inc. Larry has been in the industry since September 27, 1996, and has a broad range of experience. Larry holds Series 6, 7 and 63 licenses and the SIE exam, and has been registered with the state of Florida since January 4, 2024. Prior to joining World Equity Group, Inc., Larry has worked with The Leaders Group, Inc., SAYBRUS EQUITY SERVICES, LLC, PACIFIC SELECT DISTRIBUTORS, INC., EVERGREEN INVESTMENT SERVICES, INC., AIG SUNAMERICA CAPITAL SERVICES, INC., THE HUNTINGTON INVESTMENT COMPANY, LIBERTY FUNDS DISTRIBUTOR, INC., KEYPORT FINANCIAL SERVICES CORP. and FIRST UNION BROKERAGE SERVICES, INC. Larry is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.
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.
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.
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2
MT
01/04/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
07/22/2020 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
11/24/2015 - 05/27/2020
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CA
04/19/2010 - 09/22/2014
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NC
04/27/2005 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
03/09/2000 - 02/22/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
OH
12/15/1999 - 02/09/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MA
06/01/1999 - 12/02/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
02/04/1998 - 06/07/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
NC
11/02/1994 - 11/13/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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