Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Thomas Olea is a registered representative and investment advisor representative with City National Securities, Inc.. Larry has been in the industry since 1996, and is registered with the Securities and Exchange Commission (SEC) and with 47 states. Larry is a licensed Series 7, 63, 24, 4, 52, 53, 55, 57, 99 and SIE representative. The firm's main office is located in Los Angeles, California.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
07/18/2013 - Present
City National Securities, Inc. (LOS ANGELES CA)
NY
06/30/2023 - 06/20/2024
SYMPHONIC SECURITIES LLC (NEW YORK NY)
CA
07/06/2004 - 07/08/2004
COMPUTER CLEARING SERVICES INC (GLENDALE CA)
CA
05/03/2004 - 07/07/2004
STOCKS 4 LESS, INC. (SHERMAN OAKS CA)
CA
06/21/1996 - 07/07/2004
NATIONAL CLEARING CORP. (SHERMAN OAKS CA)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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