Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roehm is a financial advisor with Valmark Advisers, Inc. in Cincinnati, OH. Michael has been in the industry since April 1992 and has a Series 6, Series 63 and SIE license. Michael has worked for several firms in the past, including CETERA ADVISOR NETWORKS LLC and WALNUT STREET SECURITIES, INC. In addition to being a financial advisor, Michael is also an independent insurance agent for Lang Financial Group, Inc. Michael is registered to provide investment advisory services in Ohio, Florida, Indiana, Kentucky, Michigan and Minnesota.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/17/2020 - Present
Valmark Advisers, Inc. (Cincinnati OH)
OH
09/03/2013 - 07/23/2020
CETERA ADVISOR NETWORKS LLC (CINCINNATI OH)
OH
01/09/1998 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CINCINNATI OH)
MA
04/27/1993 - 12/31/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
04/03/1992 - 04/27/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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