Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Materetsky is a financial advisor with over 27 years of experience in the financial services industry. Materetsky is a Certified Financial Planner and holds the Series 6, 7, 24, 52, 53, 63, and 65 licenses. Ira has been registered with Materetsky Financial Group since May 2018, and has previously been registered with Royal Alliance Associates, Inc. Ira's firm, Materetsky Financial Group, is a Registered Investment Advisor with offices in Boynton Beach, FL and Melville, NY. The firm provides financial planning, portfolio management for individuals and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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
FL
04/04/2021 - Present
Materetsky Financial Group (BOYNTON BEACH FL)
FL
07/15/1996 - 06/28/2018
ROYAL ALLIANCE ASSOCIATES, INC. (BOYNTON BEACH FL)
BOTH
Issued 08/20/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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