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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry David Zuckerman is a financial advisor currently registered with LPL Financial LLC in Northridge, California. Larry has been in the financial industry since March 20, 1999. Larry has passed the Series 7, Series 31, Series 63 and Series 65 exams and is currently registered with the state of California and Texas. Larry has previously been registered with TCFG WEALTH MANAGEMENT, LLC, NATIONAL PLANNING CORPORATION, WM FINANCIAL SERVICES, INC., CITICORP INVESTMENT SERVICES and MORGAN STANLEY DW INC. Larry provides services to individuals, high-net-worth individuals, corporations, businesses, trusts, pension plans, investment clubs, and charitable organizations. Larry's specialties include portfolio management, financial planning, retirement planning, estate planning, and insurance. If you are looking for a financial advisor with experience and expertise, Larry David Zuckerman may be the right choice for you.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
11/14/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/13/2017 - 11/21/2022
TCFG WEALTH MANAGEMENT, LLC (Northridge CA)
CA
11/29/2006 - 01/13/2017
NATIONAL PLANNING CORPORATION (CALABASAS CA)
CA
04/20/2004 - 11/28/2006
WM FINANCIAL SERVICES, INC. (SHERMAN OAKS CA)
NY
12/15/2003 - 02/26/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/29/1999 - 12/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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