Albert Anthony Matani Jr
Professional Summary
Albert Anthony Matani JR, who also goes by Al Matani, Albert Anthony Matani, was a registered financial advisor. Albert was a previously registered financial professional and started their career in finance 1988 - 1996. Albert had worked at 11 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Al Matani, Albert Anthony Matani
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
38 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
BURTON SECURITIES, INC. | TUSCANY EQUITY MANAGEMENT CORPORATI0N | SOVERIGN EQUITY MANAGEMENT CORPORATION | SOVEREIGN EQUITY MANAGEMENT CORP. | ROEBLING SECURITIES, INC.
Contact Information
Established
Texas since 06/01/1987Firm Type
CorporationFiscal Year End
DecemberDocuments
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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