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 Schwartz is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Larry has been in the securities industry since 1995 and has a broad range of experience in the field. Larry is registered with the state of New York and holds several licenses, including Series 6, 62, and 63. Larry is also a licensed insurance agent and is a co-owner of a tax preparation business. Larry is dedicated to helping clients achieve their financial goals and is committed to providing personalized service. Prior to joining Ameriprise, Larry held positions at CETERA Advisor Networks LLC, ROYAL ALLIANCE ASSOCIATES, INC., NATHAN & LEWIS SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Asset allocation services
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
05/01/2023 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
10/28/2019 - 05/04/2023
CETERA ADVISOR NETWORKS LLC (HICKSVILLE NY)
NY
06/25/1998 - 11/05/2019
ROYAL ALLIANCE ASSOCIATES, INC. (BROOKLYN NY)
NY
01/13/1997 - 07/02/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
12/18/1995 - 01/22/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/1995 - 01/22/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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