Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Fredrik Sokolow is a financial professional with over 50 years of experience in the financial services industry. Larry is currently registered with Lincoln Investment and Capital Analysts in Florida. Larry has held previous registrations with various firms including Signator Investors, Inc., Signator Financial Services, Inc., First Allied Securities, Inc., Conseco Securities, Inc., Conseco Financial Services, Inc., Conseco Equity Sales, Inc., The Prudential Insurance Company of America, Philadelphia Life Asset Planning Company, Pruco Securities Corporation, Voyager Securities, Inc., and Travelers Equities Sales, Inc. Larry holds the Series 1, Series 6, Series 7, and SIE licenses and has earned the designation of Chartered Financial Consultant.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/14/2016 - Present
Lincoln Investment (Tallahassee FL)
FL
12/28/2015 - 03/14/2016
SIGNATOR INVESTORS, INC. (TALLAHASSEE FL)
FL
09/09/2002 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (TALLAHASSEE FL)
CA
09/01/2000 - 09/11/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IN
08/05/1998 - 09/01/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
05/15/1986 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
NJ
02/01/1971 - 05/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IN
01/30/1984 - 12/31/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NJ
02/17/1982 - 10/30/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
10/10/1969 - 05/15/1986
VOYAGER SECURITIES, INC.
NA
05/09/1975 - 01/31/1982
TRAVELERS EQUITIES SALES, INC.
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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