linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Matsek

B. Riley Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Matsek

John Matsek is a financial advisor with B. Riley Wealth Advisors, Inc. John has been in the industry since 1994. John is registered with the state of Tennessee. John is affiliated with B. Riley Wealth Advisors, Inc. and provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

John Matsek is currently registered with B. Riley Wealth Advisors, Inc.. B. Riley Wealth Advisors, Inc. is a financial advisory firm with approximately $7.64 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and educational seminars, and it provides portfolio management for individuals, businesses, and other investment advisers. The firm serves a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. B. Riley Wealth Advisors, Inc. is headquartered in Memphis, Tennessee.
B. Riley Wealth Advisors, Inc.

40 S. MAIN ST.

MEMPHIS, TN 38103

$7.65B

Assets Under Management

40

Total Clients

338

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Matsek’s Registration & Firm History

TN

08/29/2022 - Present

B. Riley Wealth Advisors, Inc. (Memphis TN)

TN

02/13/2013 - 04/28/2014

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

08/31/1994 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

Not sure if John Matsek is right for you?

Licenses & Designations

BOTH

Issued 09/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Matsek.
Not sure if John Matsek is right for you?