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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Jay Medley is a financial advisor who has been in the industry since 1984. Larry Jay Medley is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Larry Jay Medley has previously worked with a number of other firms, including AMSOUTH INVESTMENT SERVICES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., BARNETT INVESTMENTS, INC., PAINEWEBBER INCORPORATED, LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Larry Jay Medley is registered in 22 states and holds Series 7, 63 and 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/04/2024 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
AL
12/10/1999 - 12/10/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
04/01/1998 - 12/20/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
04/10/1992 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NJ
08/14/1990 - 04/02/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 08/08/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/25/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
09/24/1984 - 10/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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