Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Robert Marietta is a financial advisor based in Indianapolis, Indiana. Larry has been in the financial industry since 2001 and is currently registered with Avantax Advisory Services. Larry has a wide range of experience and holds Series 7, Series 63, and Series 65 licenses. Larry has extensive experience in financial planning, portfolio management, and tax preparation. Larry also provides various other advisory services, including educational seminars and pension consulting. Larry can help you with your financial goals and investment strategies.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IN
02/10/2006 - Present
Avantax Advisory Services (Indianapolis IN)
SC
09/25/2001 - 01/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 01/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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