Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Cuervo is an Investment Advisor Representative at Fourthought Financial Partners, LLC. Larry has been in the industry for over 25 years and has experience working with high-net-worth individuals, corporations, and charitable organizations. Larry's focus is on providing financial planning and portfolio management services to clients. Larry also has experience providing credit and cash management solutions and insurance products. Larry is a Certified Financial Planner and holds the Series 7, Series 6, Series 63, and Series 65 licenses. Larry is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management and insurance solutions.
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.
Rev sharing with frs & eligible credit & cash mgmt solutions
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2
FL
11/27/2023 - Present
Fourthought Financial Partners, LLC (Venice FL)
FL
03/18/2014 - 08/11/2023
TRUIST INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
02/13/2012 - 03/14/2014
HANCOCK INVESTMENT SERVICES, INC. (TAMPA FL)
FL
06/09/2010 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (TAMPA FL)
FL
10/17/2008 - 05/04/2009
WACHOVIA SECURITIES, LLC (TAMPA FL)
NY
06/16/1998 - 07/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
05/19/1997 - 10/01/1997
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
AL
10/23/1996 - 04/24/1997
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
07/20/1994 - 09/13/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
MA
08/03/1992 - 05/06/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/03/1992 - 05/06/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/20/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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