Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry David Holmes Jr. is a financial advisor with over 20 years of experience in the industry. Larry is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2013. Prior to that, Larry worked at Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Morgan Stanley DW Inc. Larry holds a Series 6, 7, 31, and SIE licenses, as well as a Series 66 license and is a Certified Financial Planner. Larry provides a wide range of financial services to individuals, businesses, and institutions including investment consulting, financial planning, portfolio management, and pension consulting. Larry is committed to providing his clients with the highest level of service and expertise.
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.
Investment consulting services to institutional clients
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
MD
04/25/2023 - Present
Wells Fargo Clearing Services, LLC (LUTHERVILLE MD)
MD
06/01/2009 - 04/29/2013
MORGAN STANLEY (BALTIMORE MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
07/15/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/12/2002 - 06/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
CT
12/07/2001 - 01/23/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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