Unclaimed
Larry Beausoleil is a financial advisor with over 28 years of experience in the financial industry. Larry is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor, and has been with the firm since 2023. Prior to that, Larry was with First Allied Securities, Inc. from 2015 to 2022. Larry has a broad range of experience in the financial services industry, including experience with several other broker-dealers such as Girard Securities, Inc., Investors Capital Corp., and Legend Equities Corporation. Larry also has experience as a principal, holding the Series 24 license. Larry is dedicated to providing comprehensive financial planning and investment management services to individuals and businesses.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
02/10/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
12/07/2015 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
12/07/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/10/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
06/10/2003 - 10/12/2010
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
CA
11/10/1995 - 10/12/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
06/10/2003 - 08/02/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
GA
06/10/2003 - 12/31/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
06/10/2003 - 12/31/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
06/10/2003 - 12/31/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
01/01/1995 - 11/09/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
07/15/1994 - 07/19/1994
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
NA
10/05/1981 - 03/24/1982
IDS MARKETING CORPORATION
IA
Issued 1/2/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/1/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 3/2/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 2/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Beausoleil is the right advisor for you? Invested Better is here to help.