Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilija? Claim Your ProfileIlija Matoski is a financial advisor who has been active in the industry since 2009. Ilija is currently registered with Benjamin F. Edwards & Company, Inc., and has previous experience at Wells Fargo Clearing Services, LLC, BANC ONE SECURITIES CORPORATION, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Ilija holds Series 7, Series 63, Series 66 and SIE licenses. Ilija's areas of focus include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.
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
MO
11/03/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IN
11/22/2011 - 02/24/2021
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
IL
11/07/2000 - 10/01/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/10/2000 - 06/22/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MN
09/23/1998 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/1998 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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