Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Knisley is an investment advisor representative at Osaic Wealth, Inc., located in Portland, OR. Larry has been in the financial industry since 1970 and has a broad range of experience in various aspects of financial advisory services. Larry has extensive knowledge of financial planning, pension consulting, and portfolio management. Larry is passionate about providing personalized financial guidance to individuals, businesses, and organizations.
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.
1
2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
OR
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BEAVERTON OR)
TX
12/01/1970 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
05/27/1980 - 10/29/1981
INVESTMENT MANAGEMENT & RESEARCH, INC
IA
Issued 01/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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