Unclaimed
Robert Larsen is an Investment Advisor Representative with Optima Capital LLC. Robert has been in the financial industry since 2002. Robert has licenses in both California and Texas. Robert has experience working with Royal Alliance Associates, Inc. and Signator Investors, Inc. Robert is also licensed to sell fixed/traditional insurance products. Robert holds a Series 63, 65 and 99TO, as well as the SIE and Series 22 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
1
2
OR
11/04/2022 - Present
Optima Capital LLC (BEAVERTON OR)
CA
11/02/2018 - 08/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (VISALIA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (VISALIA CA)
CA
10/06/2010 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (VISALIA CA)
CA
12/19/2003 - 10/06/2010
NEWBRIDGE SECURITIES CORPORATION (VISALIA CA)
TX
01/17/2002 - 01/21/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 08/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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