Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Stephen McDonald is a financial advisor with over 39 years of experience in the industry. Larry is registered with Ameriprise Financial Services, LLC and has been with the firm since September 2021. Prior to joining Ameriprise, Larry was with Wells Fargo Clearing Services, LLC and UBS Financial Services, Inc. Larry provides a wide range of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
IN
03/23/2022 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
06/30/2006 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
06/21/1991 - 07/24/2006
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
OH
07/08/1988 - 07/05/1991
THE OHIO COMPANY (CINCINNATI OH)
NA
08/23/1983 - 07/30/1988
TRAUB AND COMPANY, INC.
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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