Unclaimed
Larry Lund Qvistgaard is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Larry has been in the financial services industry since 1992. Larry holds both Broker-Dealer and Investment Advisor registrations in multiple states. Larry is also an Investment Advisor Representative with Duncan Financial Planning Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/05/2016 - Present
Cambridge Investment Research Advisors, Inc. (Irwin PA)
CA
07/18/2007 - 12/31/2012
MULTI-FINANCIAL SECURITIES CORPORATION (IRVINE CA)
CA
12/13/1995 - 09/29/2008
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
06/07/1995 - 01/01/1996
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
FL
07/15/1994 - 04/18/1995
VALLEY FORGE DISTRIBUTORS, INC. (BOCA RATON FL)
CO
09/29/1992 - 03/15/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
04/06/1990 - 06/18/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/26/1989 - 03/19/1990
FEDERATION FOR FINANCIAL INDEPENDENCE
NA
03/21/1989 - 04/26/1989
MIDAMERICA MANAGEMENT CORPORATION
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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