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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stephen Matyi is a financial advisor registered with Voya Investment Management Co. LLC, with offices in Davidson, NC and New York, NY. William Stephen Matyi has been in the financial services industry since December 17, 2004 and has been registered with Voya Investment Management Co. LLC since May 2021. Prior to joining Voya Investment Management Co. LLC, William Stephen Matyi was registered with LPL Financial LLC, FSC Securities Corporation, Prudential Investment Management Services LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William Stephen Matyi has earned the Series 66, Series 7, and SIE licenses. William Stephen Matyi specializes in providing financial advice to individuals, businesses, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
05/17/2021 - Present
Voya Investment Management Co. LLC (Davidson NC)
NC
03/29/2021 - 06/03/2021
LPL FINANCIAL LLC (DENVER NC)
NC
01/02/2019 - 04/03/2019
FSC SECURITIES CORPORATION (MOORESVILLE NC)
NJ
02/10/2005 - 08/15/2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
04/22/2003 - 01/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/23/2002 - 05/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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