Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Folmar is a registered investment advisor representative with Cetera Investment Advisers LLC and Folmar Advisory, LLC. Larry has been in the financial services industry since 1970. Larry is licensed to provide investment advice in Michigan and Texas. Larry is also a licensed insurance agent. Larry has a passion for helping his clients achieve their financial goals. Larry's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
08/21/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SOUTHFIELD MI)
MI
03/09/1982 - 08/25/2009
MUTUAL SERVICE CORPORATION (SOUTHFIELD MI)
NA
02/10/1982 - 03/23/1982
PRUCO SECURITIES CORPORATION
NA
03/05/1970 - 03/23/1982
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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