Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Joseph Costa is a registered representative and investment adviser representative with Stancorp Equities, Inc. and Stancorp Investment Advisers, Inc., subsidiaries of Standard Financial Group. Larry Costa has been in the financial services industry since July 1997. Larry Costa is also associated with Standard Retirement Services, a retirement plan service provider that offers recordkeeping and plan administration services. Larry Costa devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers. Larry Costa specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
02/26/2010 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MI
09/18/2007 - 01/11/2008
FIFTH THIRD SECURITIES, INC. (GROSSE POINTE FARMS MI)
MI
04/02/2007 - 08/22/2007
MORGAN STANLEY & CO., INCORPORATED (GROSSEPOINTE FARMS MI)
MI
06/20/2005 - 04/02/2007
MORGAN STANLEY DW INC. (GROSSEPOINTE FARMS MI)
OH
10/22/1999 - 06/20/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
05/11/1998 - 09/24/1999
RONEY & CO. (DETROIT MI)
MI
07/30/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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