Unclaimed
Larry Dean Lavoice is an investment advisor representative currently registered with Dominari Securities LLC and has been in the industry since June 11, 1991. Larry has experience with Morgan Stanley, Revere Securities LLC, UBS Financial Services Inc., Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Larry has a combined total of 11 approved state registrations. Larry provides financial planning services, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/28/2023 - Present
Dominari Securities LLC (NEW YORK NY)
NY
12/08/2017 - 07/14/2023
REVERE SECURITIES LLC (NEW YORK NY)
NY
07/01/2010 - 01/05/2018
MORGAN STANLEY (NEW YORK NY)
NY
08/09/2002 - 07/09/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/03/1997 - 08/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/12/1991 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Lavoice is the right advisor for you? Invested Better is here to help.