Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kroft is a financial advisor at Fidelity Brokerage Services LLC, based in Westlake, TX. Matthew has been in the industry since 2007 and has a diverse background, holding Series 6, 7, 9, 10, 63, 99TO, and SIE licenses. He has previously worked with National Financial Services LLC.
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.
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.
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2
TX
09/16/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
09/02/2014 - 08/28/2015
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/02/2007 - 08/25/2008
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
05/16/2007 - 08/20/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 06/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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