Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myra? Claim Your ProfileMyra Very is a financial advisor with over 16 years of experience in the industry. Myra is currently registered with LPL Financial LLC and has previously worked with CUNA BROKERAGE SERVICES, INC., AVIVA SECURITIES, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and U.S. BANCORP INVESTMENTS, INC. Myra holds a variety of licenses and certifications, including Series 7, 24, 53, 63, and 66. Myra has a special focus on providing financial planning, portfolio management, and other consulting services. Myra specializes in helping high-net-worth individuals, corporations, and other businesses. Myra is committed to helping clients achieve their financial goals.
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
IA
05/18/2022 - Present
LPL Financial LLC (Waverly IA)
IL
04/25/2011 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MOLINE IL)
IA
06/15/2009 - 03/21/2011
AVIVA SECURITIES, LLC (WEST DES MOINES IA)
NC
09/30/2005 - 07/01/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
WI
12/15/2004 - 06/10/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
12/17/2002 - 01/29/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 12/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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