Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry James Bennett is a financial advisor who has been in the industry since 1973. Currently, Larry is an advisor at Osaic Wealth, Inc., with a branch office in Port Charlotte, FL. Larry has a wide range of experience and licenses, including Series 63, Series 9, Series 10, Series 8, Series 72, SIE, PC, Series 7 and Series 1 exams. Larry also has a diverse background with previous experience at FSC Securities Corporation, Advantage Capital Corporation, Raymond James & Associates, Inc., E. F. Hutton & Company Inc, A. G. Edwards & Sons, Inc., Edward D. Jones & Co., L.P., IDS Life Insurance Company, IDS Marketing Corporation and Investors Diversified Services, Inc. Larry is registered in Florida, Illinois, Iowa, Massachusetts, Minnesota, Nebraska and Wisconsin and specializes in a wide range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (PORT CHARLOTTE FL)
FL
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (PORT CHARLOTTE FL)
FL
08/06/1993 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (PORT CHARLOTTE FL)
FL
11/27/1985 - 08/10/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
06/17/1985 - 01/07/1986
E. F. HUTTON & COMPANY INC
NA
06/14/1979 - 06/19/1985
A. G. EDWARDS & SONS, INC.
NA
08/25/1975 - 07/11/1979
EDWARD D. JONES & CO., L.P.
NA
07/10/1973 - 10/25/1975
IDS LIFE INSURANCE COMPANY
NA
07/10/1973 - 10/25/1975
IDS MARKETING CORPORATION
NA
07/10/1973 - 10/25/1975
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 10/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1979
PC - AMEX Put and Call Exam
BC
Issued 10/18/1975
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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