Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Larson has been providing financial advice to individuals, businesses, and charitable organizations for over 40 years. Marjorie has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals. Marjorie is currently registered with Osaic Wealth, Inc., and previously worked with several other firms including Questar Capital Corporation, Tower Equities, Inc., and Securities America, Inc.
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
IL
12/13/2024 - Present
Osaic Wealth, Inc. (ROCKFORD IL)
IL
04/12/2002 - 09/25/2007
QUESTAR CAPITAL CORPORATION (ROCKFORD IL)
OH
11/24/1997 - 04/12/2002
TOWER EQUITIES, INC. (DAYTON OH)
NE
01/02/1990 - 12/10/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
06/17/1991 - 02/01/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
AZ
11/19/1989 - 01/10/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/21/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/29/1981 - 10/13/1987
E. F. HUTTON & COMPANY INC
NA
05/23/1978 - 11/06/1980
IDS LIFE INSURANCE COMPANY
NA
05/23/1978 - 11/06/1980
IDS MARKETING CORPORATION
NA
05/23/1978 - 11/06/1980
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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