Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Charles Klingensmith is a financial advisor in Greensburg, PA with over 38 years of experience in the financial services industry. Larry is a Registered Representative of Trustmont Advisory Group, Inc. Larry is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and Series 66 licenses. Larry is a member of the Financial Industry Regulatory Authority (FINRA). Larry specializes in Financial Planning and Portfolio Management for Individuals. Larry works with a variety of clients including High Net Worth Individuals. Larry is also an Insurance Advisor with a focus on Long Term Care Insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
03/21/2011 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
08/01/2008 - 03/18/2011
NATIONWIDE SECURITIES, LLC (ERIE PA)
PA
05/21/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (ERIE PA)
PA
05/17/1991 - 07/19/2007
NATIONWIDE SECURITIES, INC. (ERIE PA)
KS
03/01/1983 - 05/31/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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