Unclaimed
Deborah Matustik is a financial advisor with World Investment Advisors, LLC. Deborah has been in the industry since 1994 and has a broad range of experience. Deborah holds Series 6, 7, 63, and 66 licenses. Deborah has worked for several firms in the past, including LPL Financial LLC, CAPFINANCIAL SECURITIES, LLC., and UBS Financial Services Inc. Deborah is registered to provide investment advice in Texas.
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.
1
2
TX
09/04/2015 - Present
World Investment Advisors, LLC (AUSTIN TX)
TX
09/08/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Austin TX)
TX
11/30/2010 - 09/15/2015
LPL FINANCIAL LLC (AUSTIN TX)
TX
01/06/2010 - 11/30/2010
NRP FINANCIAL, INC. (AUSTIN TX)
TX
06/30/2006 - 01/15/2010
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
06/05/1996 - 11/28/2005
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
TX
06/06/1994 - 07/20/1995
SIGNAL SECURITIES, INC. (FORT WORTH TX)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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