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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Gerard Joseph is a registered representative and investment advisor representative with Ancora Advisors LLC in Mayfield Heights, OH. Larry Joseph has been in the securities industry since March 19, 1986. Larry Joseph is also registered in the state of Ohio. Ancora Advisors LLC is a registered investment advisor with offices in Mayfield Heights, OH. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides insurance and credit and cash management solutions. Ancora Advisors LLC has approximately $4.35 billion in regulatory assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Insurance & credit and cash management solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing with frs, and on credit and cash mgmt solutions
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2
OH
08/04/2011 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
OH
09/18/2007 - 06/26/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
04/09/2013 - 12/31/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
10/08/2004 - 09/17/2007
CABRERA CAPITAL MARKETS, LLC (CLEVELAND OH)
OH
03/20/1986 - 10/08/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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