Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Cobb is a financial professional with over 10 years of experience in the industry. Larry is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in South Carolina and Texas. Larry has previously worked at WELLS FARGO CLEARING SERVICES, LLC and First Citizens Investor Services, Inc.. Larry holds the Series 6, 7, 63, and 65 securities licenses. Larry specializes in providing investment advice to individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SC
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA SC)
SC
10/10/2019 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
NC
04/16/2018 - 09/10/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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