Best Investors Account Sign in

Larry Lee Kline

Gateway Wealth, Inc.

Stow, OH

Claim This Profile
Current Employers
Gateway Wealth, Inc.

Stow, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-07-05
  • OH RA
    APPROVED
    Since 2012-07-05

Branch Locations

Stow, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corporation Hudson OH 09/1990 11/2023
Gateway Wealth Inc. Stow OH 01/2015 Present
Osaic Wealth, Inc. Stow OH 11/2023 Present
  • 09/1990 → 11/2023
    Fsc Securities Corporation
    Hudson, OH
  • 01/2015 → Present
    Stow, OH
  • 11/2023 → Present
    Osaic Wealth, Inc.
    Stow, OH
Other Businesses

1. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1978 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Prep of tax returns Tax planning Corp tax planning 2. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Insurance service and primarily term illustrations on request 3. GATEWAY WEALTH, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1992 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Financial planning , Retirement planning, asset allocation, tax consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-14
S63 Uniform Securities Agent State Law Examination 1996-07-24
  • S66 Uniform Combined State Law Examination
    2022-05-14
  • S63 Uniform Securities Agent State Law Examination
    1996-07-24

View on SEC IAPD

More in Stow, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor