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Matan Bisk

National Financial Services LLC

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About Matan Bisk

Matan Bisk is a financial advisor with National Financial Services LLC. Matan has been in the financial services industry since 2004 and holds the Series 7, Series 24, and Series 63 licenses. Matan has extensive experience in the financial services industry, and is currently registered in all 50 states and the District of Columbia.

Firm Information

Matan Bisk is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

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.

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Matan Bisk’s Registration & Firm History

MA

07/12/2022 - Present

National Financial Services LLC (BOSTON MA)

NY

05/08/2006 - 09/25/2012

NATIONAL FINANCIAL SERVICES LLC (NEW YORK CITY NY)

RI

06/22/2004 - 05/08/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2022

Series 24 - General Securities Principal Examination

BC

Issued 07/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matan Bisk.
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