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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 Gordon Etzweiler is an active investment advisor representative with Eagle Strategies LLC. Larry has been in the financial services industry since 1982 and has extensive experience in a variety of investment products and services. Larry holds the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 7, and Series 1 licenses. Larry is registered with the state of Texas as an Investment Advisor Representative and is registered with the state of California as a Broker-Dealer. Larry is also registered with the state of California as an Investment Advisor Representative.
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.
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.
1
2
CA
10/01/2018 - Present
Eagle Strategies LLC (REDLANDS CA)
NA
01/25/1996 - 12/12/1996
EAGLE STRATEGIES CORP
IA
Issued 10/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 06/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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