Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wilbur is a financial advisor with Cetera Investment Advisers LLC in Greenwich, NY. Larry has been in the industry since 1982. Larry specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Larry is registered with FINRA and the state of New York. Cetera Investment Advisers LLC is a firm with over 16,000 clients and approximately 104 billion dollars in assets under management. They provide a range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services.
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
NY
05/12/2022 - Present
Cetera Investment Advisers LLC (GREENWICH NY)
NY
07/29/1996 - 06/06/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MA
08/13/1985 - 08/16/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/20/1982 - 08/19/1985
FIRST INVESTORS CORPORATION
BC
Issued 8/1/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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