Unclaimed
Molly Ryan Croyle is a financial advisor with over 30 years of experience in the financial services industry. Molly has held positions with several firms, including Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, and Raymond James Financial Services, Inc. Currently, Molly is affiliated with LPL Enterprise, LLC, and provides financial planning and consulting services to individuals and businesses. Molly holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. She is registered to provide investment advisory services in several states. Molly is committed to providing her clients with personalized financial advice and strategies to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/14/2024 - Present
LPL Enterprise, LLC (TAMPA FL)
MD
03/22/2012 - 10/23/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FULTON MD)
MD
03/10/2006 - 03/23/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FULTON MD)
MO
10/01/1999 - 03/10/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/10/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
01/28/1995 - 11/14/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/06/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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