Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Fitting is a financial advisor with over 24 years of experience in the financial services industry. Larry is a Certified Financial Planner and is registered with Cambridge Investment Research Advisors, Inc.. Larry is also a Certified Public Accountant (CPA) and an Enrolled Agent. Larry provides a wide range of financial services to individuals and families, including financial planning, investment management, and tax preparation. Larry is committed to providing his clients with personalized service 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
05/29/2020 - Present
Cambridge Investment Research Advisors, Inc. (Mogadore OH)
OH
03/31/1997 - 05/29/2020
AVANTAX INVESTMENT SERVICES, INC. (Mogadore OH)
BC
Issued 12/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2006
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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