Unclaimed
Larry Nielsen is a financial professional with over 20 years of experience in the industry. Larry is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds a Series 6, Series 63 and SIE license. Previously, Larry has worked with various financial firms including John Hancock Distributors LLC, NYLife Distributors LLC, ADP Broker-Dealer, Inc., Hornor, Townsend & Kent, Inc., Princor Financial Services Corporation, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Larry specializes in Financial Planning and Portfolio Management for individuals and businesses.
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.
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.
Compensation from affiliates
1
2
NJ
10/05/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NJ
04/14/2015 - 09/20/2021
JOHN HANCOCK DISTRIBUTORS LLC (Parsippany NJ)
NJ
07/21/2008 - 04/16/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
09/30/2003 - 08/04/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
PA
03/11/2003 - 09/26/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
06/10/2002 - 03/06/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
08/09/2000 - 03/15/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/07/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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