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Robert Matelsky

Pacific Select Distributors, LLC

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About Robert Matelsky

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.

Firm Information

Robert Matelsky is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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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Robert Matelsky’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Matelsky.
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