Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rockne? Claim Your ProfileRockne Lyle Paige is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Elk Rapids, MI. Rockne has been working in the financial industry since 1987. Rockne is a Certified Financial Planner and holds the Series 7, 63, and 65 licenses. Paige has previous experience with Raymond James & Associates, Inc. and Roney & Co. Rockne has been registered with the state of Michigan since 1987.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
10/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (ELK RAPIDS MI)
MI
06/17/1998 - 09/25/2017
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
09/24/1987 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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