Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mateyko is a financial advisor who has been in the industry since 2003. John is currently registered with Peachcap Tax & Advisory, LLC in Georgia and Illinois. Previously, John was registered with several other firms, including World Equity Group, Inc. in Illinois, Fifth Third Securities, Inc. in Illinois, and Chase Investment Services Corp. in Illinois. John has a Series 7, Series 63, and Series 65 licenses. John provides financial planning, portfolio management for businesses and individuals, and selection of other advisors services. John also offers a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets.
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.
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.
Shares in third-party adviser fees
1
2
GA
10/23/2018 - Present
Peachcap TAX & Advisory, LLC (ATLANTA GA)
IL
12/14/2010 - 10/09/2018
WORLD EQUITY GROUP, INC. (ROLLING MEADOWS IL)
IL
07/20/2009 - 04/16/2010
FIFTH THIRD SECURITIES, INC. (MOUNT PROSPECT IL)
IL
06/25/2008 - 05/14/2009
CHASE INVESTMENT SERVICES CORP. (SCHILLER PARK IL)
IL
08/16/2005 - 03/09/2007
U.S. BANCORP INVESTMENTS, INC. (OAK PARK IL)
IL
05/31/2005 - 08/11/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
CA
10/23/2002 - 04/18/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
06/05/2000 - 09/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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