Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Steven Wankel is an investment advisor representative with Wells Fargo Clearing Services, LLC. Larry has been in the securities industry since July 12, 2004. Larry is registered with the state of Missouri and Illinois and has a total of 6 approved SRO registrations and 1 FINRA registration. Larry has passed the Series 3, 7, 9, 10, 63, and 66 exams. Larry's previous employment included Edward Jones. Larry specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state and municipal government entities. Larry also provides investment consulting services to institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
MO
12/21/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
02/25/2004 - 07/30/2008
EDWARD JONES (NEW BADEN IL)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Larry Wankel is the right advisor for you? Invested Better is here to help.
