Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Larison is an investment advisor representative at Daymark Wealth Partners, LLC. Michael has over 37 years of experience in the financial services industry. Michael is registered with the state of Ohio and holds the Series 7, SIE and Series 63 licenses. Michael's previous experience includes working at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., Tucker Anthony Incorporated, and Mesirow Investment Services, Inc. Michael specializes in providing financial planning, portfolio management for individuals, and pension consulting. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
OH
06/06/2022 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
01/01/2008 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
02/01/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CINCINNATI OH)
NY
12/15/1999 - 02/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
06/21/1991 - 12/22/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
06/10/1988 - 06/25/1991
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
12/22/1986 - 06/18/1988
MESIROW INVESTMENT SERVICES, INC.
NA
04/18/1986 - 01/07/1987
PEMBROKE CLEARING CORPORATION
NA
02/19/1985 - 04/22/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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