Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Edward Bernstein is a financial advisor with over 30 years of experience in the industry. Larry is registered with Robert W. Baird & Co. Inc. in West Palm Beach, FL and has previously worked with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Larry has a wide range of licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and SIE. Larry is a Certified Financial Planner and has experience working with a wide variety of clients, including individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
02/15/2017 - Present
Robert W. Baird & Co. Inc. (West Palm Beach FL)
FL
01/01/2008 - 02/16/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
FL
12/22/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
BC
Issued 01/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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