Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyatt? Claim Your ProfileWyatt R. Larsen is a financial advisor at Rockefeller Financial LLC. Wyatt has been in the industry since 1998. Wyatt is registered with the state of Massachusetts. Wyatt has worked at several firms in the past including UBS Financial Services Inc., Morgan Stanley & Co., Incorporated, and Goldman, Sachs & Co. Wyatt holds the Series 7, Series 31, and Series 66 licenses. Wyatt is a trustee at the Meadowbrook School of Weston. Wyatt specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
1
2
IL
06/06/2024 - Present
Rockefeller Financial LLC (Chicago IL)
MA
02/29/2008 - 06/01/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
04/02/2007 - 03/03/2008
MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)
MA
07/12/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
08/07/2000 - 07/30/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
10/20/1998 - 08/07/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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