Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikkel? Claim Your ProfileMikkel Aaron Roe is a financial advisor with PFS Investments Inc. based in Casa Grande, Arizona. Mikkel has been in the financial industry since 2007 and holds multiple industry licenses and certifications. He is a registered representative with FINRA and a licensed agent in Nevada and Utah. Mikkel has experience in helping individuals develop and implement financial plans. He specializes in providing portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/22/2023 - Present
PFS Investments Inc. (CASA GRANDE AZ)
CA
01/13/2004 - 08/30/2016
PFS INVESTMENTS INC. (SAN MARCOS CA)
GA
11/03/2000 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mikkel Roe is the right advisor for you? Invested Better is here to help.
