Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cassel Kroll is a registered representative with Wells Fargo Clearing Services, LLC, located in Red Bank, NJ. Jeffrey has been in the financial industry since 1970 and has a broad range of experience working with various types of clients, including high-net-worth individuals, corporations, and charitable organizations. Jeffrey holds Series 7, Series 63, Series 65, and SIE licenses and is registered in several states including Florida, Maryland, New Jersey, and New York. In addition to providing financial planning services, Jeffrey also offers investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/30/1971 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/02/1970 - 01/21/1972
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 02/27/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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