Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Golub is a financial advisor at Morgan Stanley. Larry has over 20 years of experience in the financial services industry. Larry has held previous positions at Raymond James Financial Services, Inc., Cantella & Co., Inc., and Wells Fargo Clearing Services, LLC. Larry is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 24, Series 63, and Series 66 license. Larry is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
02/24/2023 - Present
Morgan Stanley (Williamsburg VA)
VA
12/04/2015 - 03/17/2023
WELLS FARGO CLEARING SERVICES, LLC (HAMPTON VA)
VA
03/31/2010 - 12/07/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
VA
01/03/2006 - 04/01/2010
CANTELLA & CO., INC. (WILLIAMSBURG VA)
VA
11/14/2002 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
BOTH
Issued 10/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Larry Golub is the right advisor for you? Invested Better is here to help.
