Mateja Tirkas (CRD# 7096393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Apr 2019 - Current | 3 |
| La Madeleine French Bakery And Cafe | Chandler, AZ | Aug 2018 - Apr 2019 | < 1 |
| Unemployed | Victorvillle, CA | Apr 2018 - Aug 2018 | < 1 |
| Yellowstone Club | Big Sky, MT | Dec 2017 - Apr 2018 | < 1 |
| Unemployed | Butte, MT | Jun 2017 - Nov 2017 | < 1 |
| Uc Davis Physics Department | Davis, CA | Mar 2016 - Jun 2017 | 1 |
| Uc Davis | Davis, CA | Sep 2013 - Jun 2017 | 3 |
| Uc Davis Agriculture Deparment | Davis, CA | Mar 2016 - Nov 2016 | < 1 |
| Uc Davis Agriculture Sustainablity Institute | Davis, CA | Jun 2015 - Jun 2016 | 1 |
| West Sacramento Music Academy | West Sacramento, CA | Jun 2015 - Jul 2015 | < 1 |
| West Sacramento Music Academy | West Sacramento, CA | Jun 2014 - Jul 2014 | < 1 |
| Unemployed | Butte, MT | Jun 2013 - Sep 2013 | < 1 |
| Butte High School | Butte, MT | Aug 2009 - Jun 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CA
- TX
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Total Assets Under Management1,283,838MILLIONS
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Total Number of Accounts2,825,602ACCOUNTS
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Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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