Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Bo Li is a financial advisor with Goldman Sachs & Co. LLC. Larry has been in the financial services industry since August 2018. Before joining Goldman Sachs, Larry worked at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Larry holds the Series 7, 63, 79, and SIE licenses. Larry's specializations include financial planning, portfolio management, and investment advisory. Larry is registered with the states of California and New York.
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.
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.
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.
Execution charges, custody, management fee
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2
CA
05/14/2021 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
05/10/2019 - 04/15/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
08/12/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
NY
09/04/2013 - 09/11/2013
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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