Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron Nicholas Roe is a financial advisor with LPL Financial LLC, based in Perham, Minnesota. Myron has been in the industry since 1993 and has a wide range of experience serving individual clients, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Myron is registered with FINRA and has Series 7, Series 63 and Series 66 licenses. Myron is also a member of the Calvary Lutheran Church Endowment Committee and Treasurer of the Perham Area Scholarship Fund.
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
MN
01/01/2025 - Present
LPL Financial LLC (PERHAM MN)
MN
02/17/1998 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PERHAM MN)
MN
11/02/1993 - 02/17/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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