Unclaimed
Michael Krol is a financial advisor with Waldron Private Wealth in BRIDGEVILLE, PA. Michael has been a registered representative since 2004 and has worked at LPL Financial LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 31 and Series 66 licenses. Michael has experience with insurance planning, financial planning, and portfolio management for individuals and 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
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
PA
02/10/2009 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
PA
03/01/2013 - 01/02/2015
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
PA
05/09/2007 - 03/13/2013
LPL FINANCIAL LLC (BRIDGEVILLE PA)
NY
10/22/2004 - 06/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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