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 Pino is a financial advisor based in Irvine, California, with over 20 years of experience in the financial services industry. Larry currently works at Stratos Wealth Partners, Ltd. and has previously held positions at UBS Financial Services Inc., Duerr Financial Corporation, and Banc One Securities Corporation. Larry is licensed in multiple states and holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Larry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Larry is passionate about helping individuals and families reach 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.
Percentage of assets under management with third party managers
1
2
CA
11/28/2016 - Present
Stratos Wealth Partners, Ltd. (IRVINE CA)
CA
12/09/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
09/05/2002 - 09/16/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
IL
06/29/1998 - 04/25/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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