Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matejka is a financial advisor associated with Captrust, and holds the Series 6, 7, 26, 63 and 65 licenses. John has been working in the financial services industry since 1998, primarily focusing on providing investment advisory services. John also serves as a Board Member for Montgomery County Municipal Utility District No. 84.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/09/2015 - Present
Captrust (Houston TX)
TX
09/12/2007 - 09/02/2008
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
04/29/1996 - 12/02/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 05/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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