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Jeffrey Dennis Roe is a financial advisor professional located in Oxford, MI. They specialize in financial advisory. With over 19 years of experience, they bring deep expertise to every client.
Jeffrey Dennis Roe - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Dennis Roe operates as a financial advisor in Oxford, Michigan, bringing 19 years of experience to the field. Operating under LPL Financial LLC, Roe works within the registered investment advisor framework. His FINRA CRD registration (License #5094163) indicates he operates under Financial Industry Regulatory Authority oversight. With nearly two decades in the industry, Roe has established a practice focused on financial advisory services for clients in the Oxford area.
Jeffrey Dennis Roe holds a FINRA CRD registration (License #5094163), which means he is registered with the Financial Industry Regulatory Authority and operates under their regulatory framework. This registration signals that he meets FINRA's requirements for financial professionals and is subject to ongoing compliance and oversight. FINRA registration is required for advisors engaged in securities-related activities and demonstrates adherence to industry standards and rules governing conduct, suitability, and disclosure obligations to clients.