Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Matousek is an investment advisor representative with Private Advisor Group, LLC. He is registered in New Jersey and Texas. Martin has been in the industry since 2007 and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Reuven Enterprises Securities Division, LLC. Martin holds the Series 66, Series 7 and SIE licenses and has the Certified Financial Planner designation. He is also an independent insurance agent. Martin provides a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/19/2018 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
07/15/2008 - 10/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER MONTCLAIR NJ)
NY
03/19/2008 - 05/20/2008
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
NY
12/21/2007 - 01/29/2008
REUVEN ENTERPRISES SECURITIES DIVISION, LLC (NEW YORK NY)
BOTH
Issued 08/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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