Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wynn is a financial advisor who has been in the industry since 2003. Larry is currently registered with Osaic Wealth, Inc. and is a registered investment advisor in Texas. He is licensed to provide financial planning services, portfolio management services, and investment advice. Prior to joining Osaic Wealth, Inc., Larry worked at Securities America, Inc. and Securian Financial Services, Inc. Larry is committed to helping 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.
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
TX
10/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BOERNE TX)
TX
02/14/2013 - 11/19/2020
SECURIAN FINANCIAL SERVICES, INC. (BOERNE TX)
TX
07/09/2003 - 02/12/2013
NEW ENGLAND SECURITIES (HOUSTON TX)
IA
Issued 09/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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