Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Letterio is an investment advisor representative at Creative Planning, LLC. He has been working in the financial services industry for over 30 years. Larry has a broad range of experience in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is also a registered representative of Creative Planning, LLC. Larry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
PA
09/06/2023 - Present
Creative Planning (Valencia PA)
PA
02/08/2006 - 07/20/2012
MID ATLANTIC CAPITAL CORPORATION (WEXFORD PA)
TX
08/09/2002 - 02/08/2006
NFP SECURITIES, INC. (AUSTIN TX)
PA
10/04/1990 - 08/09/2002
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
IA
Issued 02/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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