Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matuszak is an investment advisor representative associated with Equitable Advisors, LLC, with an office in Williamsville, NY. Robert has been in the financial services industry for more than 10 years. Robert holds FINRA Series 63, Series 65, Series 7, and Series 24 licenses. Robert is registered to offer investment advice in Arizona, Colorado, Florida, New York, Pennsylvania, Texas, and Washington. Robert has a long history of providing financial planning and portfolio management services to individuals, businesses, and retirement plans.
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.
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.
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2
NY
03/27/2019 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
IA
Issued 11/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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