Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Cabrera is a financial advisor with over 20 years of experience in the financial services industry. Larry is registered to provide investment advice in 16 states. Larry is currently employed by Morgan Stanley. Before joining Morgan Stanley, Larry worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Larry is also registered as a registered representative with FINRA and a registered investment advisor representative in Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NC
04/23/2020 - Present
Morgan Stanley (Charlotte NC)
NC
10/28/2011 - 09/04/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
06/13/2008 - 11/03/2011
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
05/01/2003 - 06/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
07/29/2002 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/2002 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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