Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matofsky is a financial advisor with Raymond James & Associates, Inc. with over 17 years of experience in the financial industry. Robert has experience at several firms including Comprehensive Asset Management and Servicing, Inc., NFP Securities, Inc., and Nathan & Lewis Securities, Inc. Robert is a Certified Financial Planner and a Chartered Financial Consultant. Robert has a Series 66, Series 7TO and Series 7 license and is registered in Florida, Maryland, New Jersey, New York, Pennsylvania, and Vermont.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NJ
11/29/2010 - 06/04/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NJ
01/10/2006 - 12/03/2008
NFP SECURITIES, INC. (WOODCLIFF LAKE NJ)
NY
01/01/2002 - 07/26/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 07/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Matofsky is the right advisor for you? Invested Better is here to help.
