Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Rose is a financial advisor with Harbor Wealth Management, LLC in GREEN BAY, WI. Larry has been in the industry since 2001. Larry is licensed in Wisconsin. Larry's experience spans over two decades, and Larry's background includes experience with firms such as Comprehensive Asset Management and Servicing, Inc., AXA Advisors, LLC, and Cambridge Investment Research, Inc. Harbor Wealth Management, LLC provides a variety of services, including financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Income tax planning and preparation
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.
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WI
01/03/2017 - Present
Harbor Wealth Management, LLC (GREEN BAY WI)
WI
08/19/2010 - 12/05/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (GREEN BAY WI)
WI
10/01/2007 - 08/24/2010
AXA ADVISORS, LLC (GREEN BAY WI)
WI
10/18/2006 - 10/08/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHAWANO WI)
WI
01/26/2001 - 10/23/2006
AXA ADVISORS, LLC (GREEN BAY WI)
WI
02/08/1994 - 04/05/1999
HARBOUR INVESTMENTS, INC. (MADISON WI)
BOTH
Issued 05/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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