Unclaimed
Brandon Matyuch is a financial advisor with Frost Investment Services. Brandon has over 10 years of experience in the financial services industry. Brandon has a Series 6, 7, 63, and SIE license. Brandon specializes in portfolio management for individuals and businesses. Brandon is based in San Antonio, TX and has offices in Austin, TX.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
CA
05/23/2017 - 05/14/2019
CITIGROUP GLOBAL MARKETS INC. (TUSTIN CA)
CA
10/01/2012 - 06/06/2017
J.P. MORGAN SECURITIES LLC (ORANGE CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORANGE CA)
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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