Unclaimed
Myra Newville is a Registered Representative with L.m. Kohn & Co. Myra is a seasoned financial professional with over 25 years of experience. Prior to joining L.m. Kohn & Co., Myra was with Morgan Stanley, Citigroup Global Markets Inc. and several other firms. Myra holds Series 6, 7 and 63 securities licenses as well as the SIE. Myra provides a variety of financial services for individuals and businesses.
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.
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.
Flat commission/execution fee
1
2
MI
02/27/2013 - Present
L.m. Kohn & Co. (SAGINAW MI)
MI
06/01/2009 - 03/05/2013
MORGAN STANLEY (SAGINAW MI)
MI
05/18/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)
MI
07/26/2004 - 05/30/2007
IFMG SECURITIES, INC. (SAGINAW MI)
CA
09/01/1999 - 07/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
06/12/1997 - 09/02/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
WI
12/05/1995 - 05/01/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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