Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Lee Kiser is a financial professional with over 17 years of experience in the industry. Larry is currently registered with LPL Financial LLC in Charlotte, NC, and has prior experience with other firms such as Investcorp, Inc., MetLife Investors Distribution Company, Equity Services, Inc., Hornor, Townsend & Kent, Inc., and The Leaders Group, Inc. Larry holds the Series 6, Series 63 and SIE securities licenses, and provides financial planning, portfolio management and consulting services to a variety of clients. LPL Financial LLC is a leading independent broker/dealer and financial advisor, providing a wide range of financial products and services to individual investors, businesses and institutions.
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.
Consulting and other non-discretionary advisory services
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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2
NC
09/29/2021 - Present
LPL Financial LLC (CHARLOTTE NC)
SC
12/22/2017 - 08/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
11/18/2016 - 12/18/2017
INVESTACORP, INC. (Charlotte NC)
NY
12/23/2015 - 08/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NC
07/15/2014 - 11/11/2015
EQUITY SERVICES, INC. (CHARLOTTE NC)
NC
12/20/2013 - 06/24/2014
HORNOR, TOWNSEND & KENT, INC. (INDIAN TRAIL NC)
CO
02/05/2013 - 12/23/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
08/03/2006 - 11/08/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CO
03/07/2005 - 08/04/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 04/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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