Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Brent Welder is a financial advisor in West Des Moines, Iowa. Larry has been working in the financial services industry for 17 years, and holds the Series 6, 7, 63, and 65 licenses. He is currently registered with Ameritas Advisory Services, LLC. Larry has held previous positions with PFS INVESTMENTS INC., Ameritas Investment Corp., GRANITE FINANCIAL SOLUTIONS, LLC, GRANITE HEALTHCARE SERVICES, CENTRAL FINANCIAL GROUP, GFS FINANCIAL SOLUTIONS, LLC, Midwest Financial Solutions, LLC, and Welder Consulting Group, LLC. Larry's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisers.
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.
Solicitor fees
1
2
IA
11/01/2021 - Present
Ameritas Advisory Services, LLC (West Des Moines IA)
GA
07/22/2005 - 03/06/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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