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Matthew Kroll is a financial advisor with LPL Financial LLC in EAST HANOVER, NJ. Matthew has been working in the financial industry since 2023. Matthew has passed the Series 7TO, SIE and Series 66 exams. Matthew is registered to provide investment advice and sell securities in California, Connecticut, Florida, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina and Tennessee. Matthew Kroll is also registered as an investment advisor in New Jersey. Matthew specializes in providing financial advice to individuals, families, and small businesses. Matthew also works with insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
10/12/2023 - Present
LPL Financial LLC (EAST HANOVER NJ)
BOTH
Issued 10/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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