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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Lawrence Persky is a financial advisor with LPL Financial LLC in Lakewood, CO. Roy has been in the financial industry since 1995 and has a wide range of experience working with individuals, businesses, and institutions. Roy holds multiple licenses and designations, including Series 7, 24, 31, 63 and 65, as well as SIE. He is registered in 28 states and provides financial advice to a variety of clients. He is known for his ability to develop customized financial plans to meet his clients' individual needs and goals. Roy has a passion for helping people achieve financial security and is committed to providing his clients with the highest level of service.
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
CO
07/27/2005 - Present
LPL Financial LLC (LAKEWOOD CO)
NY
01/28/1999 - 04/23/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
10/12/1995 - 02/18/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/11/1995 - 10/02/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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