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Alyssa Matousek

Valmark Securities, Inc.

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About Alyssa Matousek

Alyssa Matousek is a financial advisor with Valmark Securities, Inc. She is registered with FINRA and holds the Series 7TO, Series 24 and SIE licenses. Alyssa's experience in the financial industry began in March of 2022. Her focus at Valmark Securities, Inc. is on providing investment advice to clients.

Firm Information

Alyssa Matousek is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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.

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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Alyssa Matousek’s Registration & Firm History

OH

03/24/2022 - Present

Valmark Securities, Inc. (AKRON OH)

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Licenses & Designations

BC

Issued 07/25/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alyssa Matousek.
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