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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 investment advisor representative at Eagle Strategies LLC. Larry has been in the financial services industry since 1976 and has a wide range of experience in providing financial advice to individuals, businesses and charitable organizations. Larry specializes in providing financial planning, portfolio management and pension consulting services. Larry has passed several industry exams including the Series 65 (Uniform Investment Adviser Law Examination), Series 63 (Uniform Securities Agent State Law Examination), Series 7 (General Securities Representative Examination) and Series 1 (Registered Representative Examination). He has also earned the Chartered Financial Consultant designation. Larry is registered to provide investment advice in Arizona, California, Idaho, Oregon, Tennessee, Texas, Utah, Washington and Wyoming. Larry is a valuable resource for individuals and families seeking comprehensive financial guidance.
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 9/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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