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 Morrison is a financial advisor with over 25 years of experience in the financial services industry. Larry is currently registered with Osaic Wealth, Inc. in Florida. Larry has worked with a variety of clients, including individuals, families, and businesses. Larry has a broad range of experience in financial planning, investment management, and retirement planning. Larry is committed to providing personalized financial advice to help clients achieve their 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.
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.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
09/18/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
01/04/2016 - 10/04/2017
PRINCIPAL SECURITIES, INC. (BOCA RATON FL)
FL
12/09/2011 - 01/06/2016
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
03/09/2010 - 12/13/2011
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
08/03/2006 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (NORTH HOLLYWOOD FL)
FL
05/03/2004 - 07/31/2006
IFMG SECURITIES, INC. (COCONUT CREEK FL)
CA
07/31/2003 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
07/02/2002 - 07/25/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NJ
04/29/2002 - 07/26/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
12/01/2000 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
CA
09/21/1999 - 12/05/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
05/01/1998 - 09/17/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/04/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
02/05/1996 - 12/20/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/05/1996 - 12/20/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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