Larry Joseph

Larry Joseph began their work experience in 1983 as a Certified Public Accountant with Coopers & Lybrand. During their time there, they obtained their CPA certification. In 1986, they joined KeyBanc Capital Markets where they spent 18 years on the Institutional Fixed Income Desk. Larry traded and sold fixed income instruments to various clients. Larry also obtained the Series 7 and Series 63 Financial Licenses during their tenure. In 2004, Larry became Principal and Managing Director at Cabrera Capital Markets, LLC, where they managed the Cleveland office and ran the Institutional Fixed Income Trading Desk. Larry obtained the Series 24 Financial License in the same year. Lastly, since 2006, Larry has been the Managing Director at Ancora Holdings Group, responsible for capital raising and offering financial advisory services to high net worth individuals and institutions.

Larry Joseph completed their Bachelor of Arts (BA) in Accounting and Finance from Baldwin Wallace University between 1979 and 1983. Larry also holds various certifications including the SIE - Securities Industry Essentials from FINRA obtained in 2018, the Series 24 - General Securities Principal License from FINRA obtained in 2004, the Series 63 - Uniform Securities Agent State Law License from NASAA obtained in 1988, the Series 7 - General Financial Securities Representative License from FINRA obtained in 1986, and the Certified Public Accountant (Inactive) from NASBA obtained in 1985.