Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Ohlen is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since September 22, 1980. Larry is also registered with the state of California, Florida, Georgia, Oklahoma, and Texas. Larry is active in both the Broker-Dealer and Investment Advisor scopes. Larry has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Larry also holds the Series 6TO, 22TO, SIE, 7, and 1 licenses. Larry is registered with Equitable Advisors, LLC, which is a large firm with assets under management of over $32 billion. The firm specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
TX
11/09/1984 - Present
Equitable Advisors, LLC (DALLAS TX)
NY
09/23/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Larry Ohlen is the right advisor for you? Invested Better is here to help.
