Unclaimed
Larry Stucki is an investment advisor representative registered with Raymond James & Associates, Inc.. Larry has been in the financial industry since 1997 and has worked with several financial institutions. Larry provides portfolio management services to individuals and businesses and specializes in financial planning, pension consulting, and educational seminars. Larry is registered in 33 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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
ID
07/18/2024 - Present
Raymond James & Associates, Inc. (Idaho Falls ID)
ID
11/20/2002 - 07/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
GA
04/12/2002 - 09/19/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/23/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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