Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Graham Larson is a financial professional with over 20 years of experience in the financial services industry. Robert currently works with State Farm VP Management Corp. in Upper Montclair, NJ, where he has been registered since 2014. Robert is a registered representative with the FINRA and is licensed to sell securities in Connecticut, New Jersey, New York, and Pennsylvania. Prior to joining State Farm VP Management Corp., Robert worked for several other firms, including Chase Investment Services Corp., CitiCorp Investment Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services, Inc. He holds the Series 6, 7, 26, 52, and 63 licenses. Robert has a strong track record of providing financial advice and investment management services to individual clients.
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.
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.
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NJ
10/17/2014 - Present
State Farm VP Management Corp. (UPR MONTCLAIR NJ)
IL
02/10/2003 - 02/25/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
03/07/2001 - 04/16/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/12/2000 - 11/06/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/13/1996 - 05/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
04/09/1996 - 07/19/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MI
09/26/1995 - 10/26/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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