John Mateyko Email & Phone Number
Fiduciary Financial Planner and Managing Partner @ IDEX Financial
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John Mateyko Location
- Palmetto, GA, US
John Mateyko Work
- 2010 -now Fiduciary Financial Planner and Managing Partner @
- 2009 -2010 Financial Advisor @
- 2008 -2009 Financial Advisor @
- 2005 -2007 Financial Advisor @
- 2002 -2005 Financial Advisor @
- 1999 -2001 Financial Advisor @
John Mateyko Education
- Augustana College
(Business, Philosophy)
1994-1998 - Yale School of Management
(CIMA® Certificate Program)
- College for Financial Planning
APMA® (Accredited Portfolio Management Advisor℠)
- The American College of Financial Services
WMCP™, RICP® (Financial Planning)
John Mateyko Skills
- Investment Advisory Services
- Financial Planning
- Mutual Funds
- Financial Services
- Investment Advisory
- Securities
- Fixed Annuities
- Retirement Planning
- Investments
- Asset Management
- Equities
- Bonds
- Asset
- Annuities
- Wealth Management
- FINRA
- Series 7
- Retirement
- Portfolio Management
- Insurance
- Licensing
- Financial Analysis
- Employee Benefits
- Risk Management
- 401k
- Banking
- Financial Modeling
- Asset Allocation
- Planning
- Cash Management
- Investment Strategies
- Financial Advisory
- Series 63
- Sales
- Variable Annuities
- Finance
- Investment Sales
- Savings
- Microsoft Excel
- Business Strategy
- Trading
John Mateyko Summary
- John Mateyko, based in Palmetto, GA, US, is currently a Fiduciary Financial Planner and Managing Partner at IDEX Financial. John Mateyko brings experience from previous roles at Fifth Third Securities, JP Morgan Chase, US Bank and Atlas Securities. John Mateyko holds a 1994 - 1998 Augustana College. With a robust skill set that includes Investment Advisory Services, Financial Planning, Mutual Funds, Financial Services, Investment Advisory and more. John Mateyko has 4 emails and 3 mobile phone numbers on RocketReach.
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