Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Rose is a financial advisor with over 48 years of experience in the financial services industry. Larry is registered with LPL Financial LLC and holds Series 1, 6, 63, 65 and 26 licenses. Larry has a strong track record of providing financial advice to individuals, families, and businesses. Larry has a reputation for being knowledgeable, experienced, and dedicated to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
TX
12/03/2013 - Present
LPL Financial LLC (ARLINGTON TX)
TX
05/18/2004 - 12/02/2013
SIGMA FINANCIAL CORPORATION (ARLINGTON TX)
MI
03/12/2002 - 05/17/2004
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
TX
04/29/1975 - 03/11/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
10/25/1974 - 06/09/1975
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 12/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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