Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Levenstone is a registered representative and investment advisor representative with Western International Securities, Inc. based in Irvine, California. Larry has over 40 years of experience in the securities industry, having previously worked at Financial West Group and Merrill Lynch. Larry is a licensed securities professional, holding Series 7, 15, 18, 24, and 63 licenses. Larry specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and businesses. He is also a registered investment advisor representative in the state of California.
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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2
CA
01/01/2025 - Present
Western International Securities, Inc. (Irvine CA)
CA
09/04/1991 - 08/21/2017
FINANCIAL WEST GROUP (NEWPORT BEACH CA)
NY
09/26/1978 - 09/11/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/18/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 05/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/03/1978
Series 18 - Securities Industry Rules and Regulations Examination
Active
Inactive
F
FINRA
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