Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lars? Claim Your ProfileLars Anderson is a financial advisor who has been working in the industry since 1993. Anderson has a wide range of experience with previous employment at firms such as Raymond James Financial Services, Inc., UBS Financial Services Inc., and Smith Barney Inc.. Anderson is currently registered with LPL Financial LLC and specializes in providing financial planning, portfolio management, and other advisory services to a range of clients. Anderson has a strong track record in the industry with a number of approved registrations and certifications including Series 7, Series 10, Series 9 and Series 63.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/01/2025 - Present
LPL Financial LLC (WINTER PARK FL)
FL
10/03/2003 - 11/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
NJ
05/21/1998 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/13/1993 - 06/04/1998
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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