Unclaimed
Larry Stoner has been in the financial industry for over five years. Larry is a Registered Representative and Investment Adviser Representative with J.P. Morgan Securities LLC and holds Series 63, 65, SIE and 6TO licenses. Larry is registered with the states of Florida, Georgia, Louisiana and Mississippi. In addition to the securities licenses, Larry also holds licenses in multiple states for insurance and other financial products. Larry provides financial planning, portfolio management and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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LA
11/20/2024 - Present
J.p. Morgan Securities LLC (New Orleans LA)
BC
Issued 09/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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