Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Mah is a financial professional with over 16 years of experience in the industry. Larry is currently registered with Equitable Advisors, LLC in Troy, Michigan. Previously, Larry worked with New England Securities and Ameriprise Financial Services, Inc. Larry is a Series 7, Series 24, Series 51, and Series 52TO licensed financial professional with a Series 66 license. Larry has a broad range of expertise, specializing in various areas, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Larry also served as Vice President of the Hartland High School Choir Booster Club from August 2020.
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
MI
01/13/2014 - Present
Equitable Advisors, LLC (TROY MI)
MI
12/08/2011 - 01/06/2014
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
04/25/2007 - 12/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BRIGHTON MI)
BOTH
Issued 08/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Mah is the right advisor for you? Invested Better is here to help.
