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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Matkin is an Investment Advisor Representative at EP Wealth Advisors. Ethan has been in the financial services industry since 2012 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Ethan holds the Series 7 and Series 66 licenses and is registered with the state of California. He is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Ethan has previously worked at MML Investors Services, TCFG Wealth Management, Calton & Associates, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Retirement plan advisory services & tax preparation 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.
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2
CA
08/04/2021 - Present
EP Wealth Advisors (IRVINE CA)
CA
01/22/2016 - 11/12/2019
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
02/19/2015 - 09/21/2015
TCFG WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
07/16/2014 - 02/26/2015
CALTON & ASSOCIATES, INC. (Beverly Hills CA)
CA
11/09/2012 - 07/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 01/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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