Unclaimed
Larry Clifford Bluhm is an active investment advisor representative with Morgan Stanley. Larry Bluhm has been in the securities industry for over 28 years, with experience at several firms including Robert W. Baird & Co. Incorporated and AAL Capital Management Corporation. Larry Bluhm is registered with the state of Michigan and holds licenses to sell securities in several states. Larry Bluhm's professional designations include Series 31, Series 7, Series 6, and Series 63 licenses, and Series 8, 9, and 10 principals licenses, Larry Bluhm is also registered with the state of Michigan and has passed the Series 65 exam.
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
MI
03/11/2020 - Present
Morgan Stanley (Muskegon MI)
MI
03/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MUSKEGON MI)
MI
06/05/1995 - 03/17/2008
ROBERT W. BAIRD & CO. INCORPORATED (MUSKEGON MI)
MN
06/14/1994 - 06/13/1995
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 09/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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