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Our Qualifications

Jeffrey D. Roe has been registered with LPL Financial since September 2009. Jeffrey holds the General Securities Series 7 and Uniform Combined State Law Series 66 registrations with LPL Financial. In addition, Jeffrey is a Licensed Resident Producer of Accident, Health, Life and Variable Annuities with the State of Michigan, License #0411081.

Prior to Jeffrey's career in Financial Services, he attended and graduated from Northern Michigan University with a Bachelor's degree in Finance.

Northern Michigan University's College of Business is AACSB Accredited.