Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Myron Fakoury is a financial advisor with over 23 years of experience in the financial services industry. Roy has been registered with LPL Financial LLC since July 2019 and has a strong track record of success in providing investment advice to individuals, families, and businesses. Roy holds the Series 7, Series 10, Series 31, and Series 63 licenses, as well as the SIE and Series 65 exams. Roy is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Roy worked at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley Smith Barney.
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
SC
07/23/2019 - Present
LPL Financial LLC (CAMDEN SC)
SC
01/13/2011 - 07/25/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CAMDEN SC)
SC
06/01/2009 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CAMDEN SC)
SC
10/20/1997 - 04/02/2007
MORGAN STANLEY DW INC. (CAMDEN SC)
IA
Issued 10/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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