Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matz is an investment advisor with over 27 years of experience in the financial services industry. Brian is currently registered with Equitable Advisors, LLC and has previously held positions with LPL Financial LLC, Wedbush Securities Inc, Securities America, Inc, Sanders Morris Harris Inc, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Banc of America Investment Services, Inc, Citigroup Global Markets Inc, Prudential Securities Incorporated and Dean Witter Reynolds Inc. Brian is also a Registered Representative. Brian offers a wide range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
CA
11/02/2023 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
CA
04/28/2020 - 11/14/2023
LPL FINANCIAL LLC (AGOURA HILLS CA)
CA
12/20/2016 - 04/29/2020
WEDBUSH SECURITIES INC. (WOODLAND HILLS CA)
CA
02/17/2015 - 12/23/2016
SECURITIES AMERICA, INC. (Westlake CA)
CA
01/20/2015 - 02/02/2015
SANDERS MORRIS HARRIS INC. (WOODLAND HILLS CA)
CA
03/31/2011 - 01/20/2015
U.S. BANCORP INVESTMENTS, INC. (ENCINO CA)
CA
01/03/2011 - 04/06/2011
WELLS FARGO ADVISORS, LLC (SIMI VALLEY CA)
CA
02/16/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SIMI VALLEY CA)
CA
03/05/2004 - 02/20/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SHERMAN OAKS CA)
NY
02/20/2001 - 03/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/18/1998 - 02/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1995 - 05/27/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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