Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Ronald Lee is a financial advisor with PFS Investments Inc., registered with FINRA and the state of Missouri. Larry has been in the industry since 2000 and is also registered with the state of Kansas. Larry has earned the Series 6, 26, and 63 licenses. Larry specializes in providing portfolio management for individuals. Larry works at the PFS Investments Inc. branch in Kansas City, MO.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/27/2020 - Present
PFS Investments Inc. (KANSAS CITY MO)
MO
03/19/2019 - 12/31/2019
PFS INVESTMENTS INC. (LEES SUMMIT MO)
MO
01/10/2001 - 11/14/2016
PFS INVESTMENTS INC. (LEES SUMMIT MO)
GA
02/05/1998 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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