Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Mathis is a financial advisor with over 30 years of experience in the industry. Larry is currently registered with United Planners' Financial Services of America A Limited Partner and Mathis Wealth Management. Larry provides a range of financial services including financial planning, portfolio management, and selection of other advisors. Larry is a Certified Financial Planner™ professional and holds a Series 6, 7, 24, 63 and 65 licenses. Larry has a strong track record of success in helping individuals and families achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/18/2023 - Present
United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)
CT
03/17/1998 - 08/03/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
06/14/1994 - 03/13/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
01/05/1993 - 06/28/1994
G. R. PHELPS & CO., INC.
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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