Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Roberts is a financial advisor who has been in the industry since February 20, 1995. Larry is currently registered with Osaic Wealth, Inc. Larry is a Certified Financial Planner® and provides full-service financial planning which includes retirement planning, tax planning, estate planning, protection planning, and investment planning. Larry has previously been affiliated with Woodbury Financial Services, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, SunAmerica Capital Services, Inc., and SunAmerica Securities, Inc.
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
CA
09/17/2024 - Present
Osaic Wealth, Inc. (LOS ANGELES CA)
CA
09/09/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
08/09/2002 - 09/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
MN
08/09/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/15/1997 - 12/12/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
06/27/1994 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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