Unclaimed
Larry Eugene East is a financial advisor with over 20 years of experience in the financial services industry. Larry currently works with Wells Fargo Clearing Services, LLC and is registered as a Registered Representative in North Carolina. Larry is also registered as an Investment Advisor Representative in North Carolina. Before joining Wells Fargo Clearing Services, LLC, Larry worked with A. G. EDWARDS & SONS, INC.. Larry is a Certified Financial Planner and holds the following licenses: Series 66, Series 10, Series 9, SIE, Series 7. Larry specializes in financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (WAYNESVILLE NC)
NC
09/02/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHEVILLE NC)
BOTH
Issued 09/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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