Robert Mattei, financial advisor Shreveport LA

Robert Mattei

CRD Number: 1268046
Current Firm: R.s. Mattei & Company, Inc.

Robert Mattei (CRD# 1268046) is an Investment Advisor Representative working at R.s. Mattei & Company, Inc. in Shreveport, LA and has over 39 years of experience in the finance industry. Robert Mattei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
R.s. Mattei & Company, Inc. Shreveport, LA May 1993 - Current 30
R. S. Mattei & Associates, Inc. Shreveport, LA May 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Robert S. Mattei
Phone Number: 318-347-9009
Registered State(s):
  • LA
Current Firm Details
R.s. Mattei & Company, Inc.
Firm's CRD Number: 117030
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA

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