Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Isaacs is a financial advisor with Mariner Independent. Larry has been in the industry for over 30 years, with a wide range of experience including various investment firms such as Oppenheimer & Co. Inc., CIBC World Markets Corp., Bear, Stearns & Co. Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Larry is registered in California as an investment advisor representative and holds several industry licenses and certifications including Series 3, 7, 8, and 63. Larry has extensive experience in providing financial planning and portfolio management services for individuals and businesses. Larry's specializations include retirement planning, college savings, estate planning, and insurance.
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.
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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CA
01/01/2025 - Present
Mariner Independent (Los Angeles CA)
CA
01/03/2003 - 05/04/2009
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
NY
05/08/1991 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/16/1991 - 04/18/1995
OPPENHEIMER & CO., INC.
NY
12/22/1986 - 04/23/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
03/19/1984 - 01/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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