Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Manuel is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds licenses in several states, including California, Texas, Arizona, Colorado, Florida, Georgia, Hawaii, Iowa, Kansas, Louisiana, Montana, Nevada, New Hampshire, New Mexico, Oregon, Tennessee, Virginia, and Washington. Larry is a well-rounded advisor who offers a wide range of services including portfolio management, financial planning, pension consulting, and educational seminars.
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.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
IN
11/12/2001 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/10/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 03/11/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Manuel is the right advisor for you? Invested Better is here to help.
