Unclaimed
Larry Beal is a financial advisor with Park Avenue Securities LLC. Larry has been in the industry for over 20 years and is registered with the state of Ohio. He specializes in financial planning, portfolio management for individuals and selection of other advisors. Larry holds a Series 6, Series 26 and Series 63 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
OH
06/08/2023 - Present
Park Avenue Securities LLC (COLUMBUS OH)
OH
02/17/1999 - 09/22/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 06/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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