Unclaimed
Robert Matelsky is a registered representative with Pacific Select Distributors, LLC. Robert is a financial professional with over 6 years of experience in the industry. Robert holds Series 7, Series 6, Series 63 and SIE licenses. Robert is currently registered with the state of California and Nevada. Prior to joining Pacific Select Distributors, LLC, Robert was employed by NYLIFE DISTRIBUTORS LLC and NYLIFE SECURITIES LLC.
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.
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.
1
2
CA
06/14/2023 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NY
09/26/2019 - 06/15/2023
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
10/07/2016 - 01/12/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 10/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Matelsky is the right advisor for you? Invested Better is here to help.