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 Wilbur is a financial advisor at Cetera Investment Advisers LLC. Larry has been in the financial services industry since 1982. Larry has been a registered representative with FINRA since 1982, and has passed the Series 6 and Series 63 exams. Larry is currently registered with the states of California, Florida, Massachusetts, New York, North Carolina, South Carolina, Texas, and Vermont. Larry also holds an Investment Advisor Representative registration in New York and Texas.
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 08/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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