Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Jay Moss is a financial professional with over 20 years of experience in the securities industry. Larry has a wide range of experience including financial planning, pension consulting, selection of other advisors and portfolio management. Larry is currently registered with Silver Oak Securities, Inc. and has been in the industry since 1998. Larry has a strong track record of success in helping clients achieve their financial goals.
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.
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
IN
01/02/2025 - Present
Silver OAK Securities, Inc. (Clay City IN)
IN
09/27/2018 - 02/15/2021
SILVER OAK SECURITIES, INCORPORATED (Clay City IN)
IN
12/14/2012 - 09/23/2018
SECURITIES SERVICE NETWORK, LLC (Indianapolis IN)
IN
09/26/2000 - 12/21/2012
PROEQUITIES, INC. (CLAY CITY IN)
MA
10/08/1998 - 10/03/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
04/10/1998 - 10/08/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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