Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Epstein is a financial advisor with Raymond James Financial Services Advisors, Inc., and has over 30 years of experience in the financial services industry. Larry is a registered representative and investment advisor representative in the state of Connecticut, as well as in several other states including Colorado, Florida, Massachusetts, Minnesota, New Hampshire, and Vermont. Larry has a broad range of experience working with a variety of clients, including high-net-worth individuals, businesses, and institutions. Larry offers a comprehensive range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
01/08/2016 - Present
Raymond James Financial Services Advisors, Inc. (AVON CT)
NH
10/23/2009 - 01/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER NH)
NH
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HANOVER NH)
NY
01/02/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
02/02/1998 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
NY
01/15/1996 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
NA
05/05/1989 - 01/16/1996
SHAWMUT BROKERAGE, INC.
NA
04/24/1986 - 01/24/1992
METLIFE SECURITIES INC.
NA
06/24/1986 - 09/12/1988
ISFA CORPORATION
NA
04/24/1986 - 05/23/1986
METROPOLITAN LIFE INSURANCE COMPANY
NA
01/01/1985 - 12/19/1985
PRUCO SECURITIES CORPORATION
IA
Issued 9/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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