Unclaimed
Larry Sklar is a financial advisor who has been in the industry since November 22, 1983. Larry Sklar is currently registered with Next Financial Group, Inc. and has been with them since June 2007. Previously, Larry Sklar was registered with 1717 Capital Management Company, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation and Lowry Financial Services Corporation. Larry Sklar is licensed to provide financial advice in California, Georgia, Iowa, Louisiana, New Mexico, Texas and Virginia. Larry Sklar offers financial planning, pension consulting, educational seminars and selection of other advisors services.
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.
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.
Seminar/workshop attendance fees
1
2
TX
07/23/2007 - Present
Next Financial Group, Inc. (Houston TX)
TX
04/11/1990 - 06/25/2007
1717 CAPITAL MANAGEMENT COMPANY (HOUSTON TX)
AZ
11/19/1989 - 10/30/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/13/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/23/1983 - 01/21/1986
LOWRY FINANCIAL SERVICES CORPORATION
BOTH
Issued 09/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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