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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Lee Cavalena is a financial advisor in Dover, Ohio. Larry Lee Cavalena is registered with Raymond James Financial Services Advisors, Inc.. Larry Lee Cavalena has been in the industry since June 10, 1986. Larry Lee Cavalena has passed several industry exams, including the Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, and the Series 65. Larry Lee Cavalena offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (DOVER OH)
NA
06/11/1986 - 06/23/1988
RAYMOND JAMES & ASSOCIATES, INC.
IA
Issued 11/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/23/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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