William Matejka (CRD# 2420250) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has over 30 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Financial Advisory LLC | Twinsburg, OH | Feb 2021 - Current | 3 |
| Lincoln Investment Planning LLC | Fort Washington, PA | Aug 2016 - Current | 7 |
| Fna Wealth Management | 2214 Enterprise Pkwy E., OH | Jan 2012 - Current | 12 |
| Fna Wealth Mgmt | Twinsburg, OH | Apr 2010 - Current | 14 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Aug 2016 | 1 |
| Sterne Agee Financial Services, Inc. | Twinsburg, OH | Sep 2014 - Aug 2016 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Mar 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
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