Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry J Woodruff is a financial advisor who has been in the industry since March 2004. Larry is a registered representative of Ameriprise Financial Services, LLC and holds the Series 7, Series 31, and Series 66 licenses, along with the SIE. Larry is also registered with the Investment Advisor Association. Larry has worked for Ameriprise Financial Services, LLC since January 2012 and previously worked at MORGAN KEEGAN & COMPANY, INC. Larry has worked with various client types including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Larry has experience in providing financial planning, asset allocation services, and portfolio management for both individuals and businesses. Larry is also active in the community and helps his daughter with her homemade jerky and hot sauce fundraiser.
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.
Asset allocation services
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
FL
02/13/2012 - Present
Ameriprise Financial Services, LLC (Lakewood Ranch FL)
FL
03/18/2004 - 02/06/2012
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
BOTH
Issued 04/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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