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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dennis Roe is a registered representative with LPL Financial LLC in Oxford, MI. Jeffrey is a securities and investment advisory professional with over 15 years of experience in the financial services industry. Jeffrey has been registered with the state of Michigan since 2009. Jeffrey is a member of FINRA and holds the Series 7, Series 66, and SIE licenses. Jeffrey's areas of specialization include retirement planning, college savings, and investment management. Jeffrey is also a licensed life insurance agent. Jeffrey's practice focuses on providing personalized financial advice and investment management services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/01/2010 - Present
LPL Financial LLC (OXFORD MI)
MI
08/07/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (SHELBY TOWNSHIP MI)
MI
05/09/2006 - 07/28/2008
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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