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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 Ekstrom is a financial advisor at Morgan Stanley. Larry has been in the industry since 1979. He holds a Series 7 and Series 63 license and has been registered with the state of Illinois since 2009. Larry provides financial advice to individuals, families, and businesses. He specializes in investment management, retirement planning, and estate planning. He is also a trustee of a trust and an advisory board member of the Swedish American Museum. Larry has worked for several firms throughout his career, including Citigroup Global Markets Inc., Lehman Brothers Inc., and E.F. Hutton & Company Inc.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
02/11/2014 - Present
Morgan Stanley (Barrington IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/01/1979 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
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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