Larry RozasCRD Number: 6029752
Current Firm: Insight Securities, Inc.
Larry Rozas (CRD# 6029752) is an Investment Advisor Representative working at Insight Securities, Inc. in Miami, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Insight Securities, Inc.||Miami, FL||Jul 2017 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Jan 2016 - Jun 2017||1|
|Bolton Global Asset Management||Bolton, MA||May 2014 - Jan 2016||1|
|Bolton Global Capital||Bolton, MA||Mar 2014 - Jan 2016||1|
|Cp Capital Secutities||Miami, FL||Jun 2012 - Mar 2014||1|
|Brickell Financial Services /road America||Miami, FL||Jun 2012 - Jul 2012||< 1|
|Unemployed||Miami, FL||Mar 2012 - Jun 2012||< 1|
|Vfinance||Miami, FL||Feb 2012 - Mar 2012||< 1|
|Unemployed||Miami, FL||Dec 2011 - Feb 2012||< 1|
|Florida International University||Miami, FL||May 2006 - Dec 2011||5|
|Vfinance||Miami, FL||Jul 2010 - Aug 2010||< 1|
|Road America||Miami, FL||Jun 2009 - Oct 2009||< 1|
|Mighty Fine Cakes||Miami, FL||Feb 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management110MILLIONS
Total Number of Accounts249ACCOUNTS
Average Account Value$442,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI
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