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Larry A
Series 63, Series 65
Virginia Beach, VA
Steward Partners Investment Advisory, LLC
Larry Altman is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Street Partners and other Steward Partners entities. Outside of finance, he owns and operates a tattoo business, Altman Creations, Inc., in Virginia Beach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and other entities with investment advisory and financial planning services. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary services, with partnerships involving Pershing, Raymond James, and others.
Ashlee B
Series 65
Virginia Beach, VA
Steward Partners Investment Advisory, LLC
Ashlee Bobzin is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Shore Point Advisors, LLC, Northwestern Mutual, and Heron Ridge Golf Club. Bobzin also holds a licensed insurance agent role. Steward Partners Investment Advisory is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.
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