Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Matejka has been in the financial industry since May 23, 1995. William is currently registered with Lincoln Investment and Beacon Financial Advisory LLC as a Registered Representative. He has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. William provides services such as financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/23/2016 - Present
Lincoln Investment (Twinsburg OH)
OH
09/12/2014 - 08/26/2016
STERNE AGEE FINANCIAL SERVICES, INC. (TWINSBURG OH)
OH
03/23/2010 - 09/12/2014
WRP INVESTMENTS, INC. (TWINSBURG OH)
OH
02/08/2001 - 01/07/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
02/08/2001 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
05/14/1999 - 01/26/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
02/27/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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