Ira Materetsky (CRD# 2749161) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 27 years of experience in the finance industry. Ira Materetsky 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.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Boynton Beach, FL | Jun 2018 - Current | 5 |
| Materetsky Financial Group, Inc. | Boynton Beach, FL | May 2018 - Current | 6 |
| Materetsky Financial Group | Boynton Beach, FL | May 1996 - Current | 28 |
| Royal Alliance Associates, Inc. | Boynton Beach, FL | Sep 2003 - Jun 2018 | 14 |
| Royal Alliance Associates, Inc. | Boynton Beach, FL | Jul 1996 - Jun 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- FL
- NY
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Total Assets Under Management524MILLIONS
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Total Number of Accounts1,920ACCOUNTS
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Average Account Value$272,667
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, GA, MA, MD, NC, NE, NH, NJ, NV, NY, PA, SC, VA
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