William Patrick Matejka

Current Employers

Employment History

• 08/2016 → Present
  Lincoln Investment Planning Llc
  Fort Washington, PA
• 01/2012 → Present
  Fna Wealth Management
  2214 Enterprise Pkwy E., OH
• 04/2010 → Present
  Fna Wealth Mgmt
  Twinsburg, OH
• 02/2021 → Present
  Beacon Financial Advisory Llc
  Twinsburg, OH

Previous Registrations

• 2015-01-30 → 2016-08-26
  Stonex Advisors Inc.
  Birmingham, AL
• 2010-03-23 → 2015-01-30
  Wrp Investments, Inc.
  Twinsburg, OH
  Youngstown, OH
• 2001-02-08 → 2009-01-07
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

FNA WEALTH MANAGEMENT POSITION: Sales NATURE: Life Insurance and fixed/indexed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 2214 Enterprise Pkwy E, Twinsburg OH 44087 DESCRIPTION: Sales and service of insurance products BEACON FINANCIAL ADVISORY LLC POSITION: IAR NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/09/2021 ADDRESS: 25825 Science Park Drive, #110, Cleveland OH 44122, United States DESCRIPTION: Financial planning, analyze risk tolerance, income planning, placing trades, reviewing accounts El Deguello Wealth LLC Position: Owner, President Nature: Bookkeeping and Tax and income planning for my personal use Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 6/13/2025 Address: 2214 E Enterprise Parkway Twinsburg, OH 44087 Description: for tax purposes only

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-02
• S63 Uniform Securities Agent State Law Examination
  1994-01-28

Other Names

• William Patrick Matejka