Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Mathis is an active financial advisor with over 20 years of experience. Larry is registered with Osaic Wealth, Inc. and has held previous registrations with Sagepoint Financial, Inc., LPL Financial LLC, SII Investments, Inc., MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Larry has a Series 7 and Series 66 license and is registered in 7 states. Larry provides financial planning services, pension consulting, educational seminars, and portfolio management.
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.
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2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
09/02/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/14/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
04/09/2014 - 02/14/2018
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
07/24/2012 - 02/27/2014
MML INVESTORS SERVICES, LLC (PORTLAND OR)
OR
03/06/2006 - 06/18/2012
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
03/06/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE OSWEGO OR)
MN
08/08/2003 - 02/22/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/08/2003 - 02/22/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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