Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hyun Kroehler is an investment advisor representative at Janney Montgomery Scott LLC. Matthew has been in the industry since November 1999 and is registered with FINRA as a Series 7, 24, 31, and 63 licensed individual, and a Series 65 licensed individual. Matthew also holds a Series SIE license. In addition to their current role, Matthew has previously worked at Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Morgan Stanley DW Inc., and Edward Jones. Matthew has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Fee plus commission
1
2
DC
03/08/2021 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
DC
02/15/2008 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
VA
11/12/2003 - 02/21/2008
SUNTRUST INVESTMENT SERVICES, INC. (MCLEAN VA)
NY
03/30/2000 - 11/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
11/15/1999 - 03/15/2000
EDWARD JONES (ST. LOUIS MO)
IA
05/14/1999 - 06/10/1999
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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