Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Merrell Wood is a registered Investment Advisor Representative with Keystate Advisory, LLC. Larry has been in the industry since 2006 and holds a Series 7 license for the General Securities Representative Examination and a Series 66 license for the Uniform Combined State Law Examination. Larry is registered in Nevada and has been with Keystate Advisory, LLC since March 2008. Larry also serves as SVP of Keystate Corporate Management. Keystate provides corporate management services to Nevada special purpose entities. In this capacity, Larry serves as an officer to numerous Nevada special purpose entities. Larry also oversees the bond portfolio of the bank investment subsidiary's bond portfolio for several of Keystate's community bank clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NV
02/11/2011 - Present
Keystate Advisory, LLC (LAS VEGAS NV)
CA
08/11/2006 - 05/22/2007
GREAT PACIFIC SECURITIES (COSTA MESA CA)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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