Unclaimed
Myah Lytle is a financial advisor registered with LPL Financial LLC and has been in the industry since June 13, 2021. Myah specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Myah holds the Series 7TO, Series 66, and SIE licenses. Myah is also a Certified Financial Planner. Myah is currently registered with the state of Minnesota and has previous experience with Raymond James Financial Services, Inc. and Purshe Kaplan Sterling Investments.
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.
1
2
MN
03/26/2024 - Present
LPL Financial LLC (FAIRMONT MN)
NY
11/01/2021 - 03/18/2024
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
MN
06/07/2021 - 11/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRMONT MN)
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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