Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kroeger is an active Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. located in Birmingham, Alabama. Matthew Kroeger has been in the securities industry since 2014 and has a strong track record of success working with individuals, families, and businesses. Matthew Kroeger provides a wide range of financial services including financial planning, portfolio management, and retirement planning. Matthew Kroeger holds the Series 6, SIE, and Series 63 licenses. Matthew Kroeger is committed to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
08/28/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
MA
05/03/2021 - 08/10/2023
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
AZ
01/13/2016 - 06/24/2020
INVESTACORP, INC. (PHOENIX AZ)
AZ
09/30/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (PHOENIX AZ)
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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