Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Sfinas is a financial advisor in Southampton, Pennsylvania. Larry is registered with Secure Asset Management, LLC. Larry has been in the financial industry for over 40 years and has a strong track record of success. Larry is a Chartered Financial Consultant and specializes in financial planning, pension consulting, and portfolio management. Larry has a broad range of experience in the financial industry, having previously worked with numerous companies. Larry is a highly knowledgeable and experienced advisor who can help you achieve your financial goals.
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.
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.
Solicitor for 3rd party money managers
1
2
PA
05/21/2024 - Present
Secure Asset Management, LLC (Southampton PA)
PA
10/12/2023 - 05/20/2024
TRUSTMONT FINANCIAL GROUP, INC. (Southampton PA)
NJ
11/29/2022 - 09/20/2023
MML INVESTORS SERVICES, LLC (Warren NJ)
PA
07/30/2019 - 10/06/2021
SECURITIES AMERICA, INC. (SOUTHAMPTON PA)
PA
09/08/2017 - 08/28/2019
FORTUNE FINANCIAL SERVICES, INC. (Southampton PA)
NC
08/30/2017 - 08/30/2017
INNOVATION PARTNERS LLC (CHARLOTTE NC)
AZ
08/23/2016 - 08/25/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
PA
11/15/2011 - 07/29/2016
SCF SECURITIES, INC. (SOUTHAMPTON PA)
PA
07/16/2009 - 11/15/2011
AUSDAL FINANCIAL PARTNERS, INC. (SOUTHAMPTON PA)
PA
07/19/2007 - 07/13/2009
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (SOUTHAMPTON PA)
PA
05/06/2003 - 06/01/2007
ING FINANCIAL PARTNERS, INC. (SOUTHAMPTON PA)
MN
04/12/2002 - 04/21/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
WI
09/10/1985 - 04/12/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/04/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/19/1981 - 02/20/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
08/20/1984 - 04/12/1985
NML EQUITY SERVICES, INC.
NA
10/10/1975 - 11/17/1980
NML EQUITY SERVICES, INC.
NA
04/16/1973 - 12/12/1975
JOHN HANCOCK DISTRIBUTORS, INC.
NA
04/16/1973 - 12/12/1975
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
05/01/1969 - 10/17/1971
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 02/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1969
Series 1 - Registered Representative Examination
Active
Inactive
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