Unclaimed
Larry Wilson is a financial advisor at Voya Financial Advisors, Inc. with over 15 years of experience in the financial services industry. Wilson is registered with the state of Mississippi and Texas and holds Series 6, 63, and 65 securities licenses, as well as the SIE exam. Wilson specializes in providing financial planning, investment management, and educational seminars. Wilson has been affiliated with Voya Financial Advisors since 2014, previously working at ING Financial Advisors, LLC from 2008 to 2011.
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.
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.
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2
MS
05/01/2020 - Present
Voya Financial Advisors, Inc. (JACKSON MS)
LA
07/14/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (METAIRIE LA)
IA
Issued 07/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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