Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Eugene Trego is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since 1999. Larry Trego holds a Series 6, 7, 26, 63, and 65 license and is currently registered to provide investment advice in Pennsylvania and Texas. Larry Trego has been registered with Raymond James Financial Services Advisors, Inc. since 2009 and previously worked with PRIMEVEST FINANCIAL SERVICES, INC. and PRUCO SECURITIES CORPORATION.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/25/2021 - Present
Raymond James Financial Services Advisors, Inc. (LITITZ PA)
PA
01/18/2001 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ELIZABETHTOWN PA)
NJ
09/27/1999 - 12/08/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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