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Matthew Joseph Roedl

Pruco Securities, LLC

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About Matthew Joseph Roedl

Matthew Roedl is an investment advisor representative registered with Pruco Securities, LLC, with over 13 years of experience in the financial services industry. Matthew Roedl holds Series 6, Series 63, and Series 65 licenses. Matthew Roedl is currently registered in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Pennsylvania, and Tennessee. Matthew Roedl specializes in working with individuals, high-net-worth individuals, trusts, and estates, and corporations. Matthew Roedl is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Matthew Roedl is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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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other

Compensation from lpl enterprise, llc

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Matthew Roedl’s Registration & Firm History

IL

07/12/2013 - Present

Pruco Securities, LLC (Effingham IL)

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Licenses & Designations

IA

Issued 06/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Joseph Roedl. Review regulatory record here.
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