Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Ailes is a financial advisor who has been working in the industry since May 2002. Larry is currently registered with SPC, a firm based in Ann Arbor, MI. Before joining SPC, Larry worked for several other firms, including GWN Securities Inc., Medallion Investment Services, Inc., Legend Equities Corporation, Great American Advisors, Inc., Consumer Concepts Investments, Inc., and PFS Investments Inc. Larry holds several licenses and certifications, including Series 6, 7, 63, and SIE. Larry is also a Certified Financial Planner. Larry works with a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Larry provides financial planning, portfolio management, and educational seminars to his clients.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
GA
06/21/2021 - Present
SPC (Conyers GA)
GA
01/05/2010 - 05/08/2013
GWN SECURITIES INC. (AEWORTH GA)
GA
05/04/2009 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (ACWORTH GA)
FL
01/17/2007 - 03/30/2009
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
OH
08/01/2006 - 01/18/2007
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
GA
01/26/2005 - 05/30/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)
GA
05/18/2001 - 05/03/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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