Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Christiansen has been in the financial services industry since June 7, 1984. He is currently registered with Osaic Wealth, Inc. and provides financial planning and investment management services to individuals, high net worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Larry Christiansen is a Certified Financial Planner and offers various investment management services, including portfolio management for individuals and businesses. He also provides educational seminars and selection of other advisers services. Prior to joining Osaic Wealth, Inc., Larry Christiansen was affiliated with Securities America, Inc., KMS Financial Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., First Citizens Investor Services, Inc., and UVEST Investment Services. Larry Christiansen is licensed to provide investment advice and securities services in Alaska, California, Colorado, Illinois, Maryland, North Carolina, Ohio, Oregon, South Dakota, and Washington.
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.
1
2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
02/12/2010 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
01/01/2008 - 02/12/2010
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
WA
06/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEATTLE WA)
NC
04/17/1998 - 05/03/2004
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
10/07/1994 - 07/29/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
MO
11/06/1981 - 04/29/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/1997
Series 4 - Registered Options Principal Examination
BC
Issued 05/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/27/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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