Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larysa? Claim Your ProfileLarysa Lazartic is a financial professional with over 12 years of experience in the industry. Larysa is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Huntersville, North Carolina. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Larysa was associated with LPL FINANCIAL LLC in Huntersville, North Carolina, and THE LEADERS GROUP, INC. in Davidson, North Carolina. Larysa holds Series 3, 6, and 63 licenses and has experience providing financial advice to a range of clients including individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
05/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTERSVILLE NC)
NC
02/18/2020 - 05/29/2024
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NC
09/12/2011 - 02/18/2020
THE LEADERS GROUP, INC. (Davidson NC)
BC
Issued 12/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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