William Matejka has been an investment adviser representative at Beacon Financial Advisory since March 2021, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
William Matejka’s longest registration is the current one, 10 years at Lincoln Investment since 2016. Before joining Beacon Financial Advisory in 2021, William Matejka was registered through Sterne Agee Investment Advisor Services, Inc. and Lincoln Financial Advisors Corporation.
- – present · 5 yearsTwinsburg, OH · Adviser representative · Firm CRD 174334
- Lincoln InvestmentAlso current– present · 10 yearsTwinsburg, OH · Adviser representative · Firm CRD 519
- Sterne Agee Investment Advisor Services, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 174182
- Sterne Agee Investment Advisor Services, Inc.– · 4 yearsTwinsburg, OH · Adviser representative · Firm CRD 7365
- Lincoln Financial Advisors Corporation– · 7 yearsCleveland, OH · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
William Matejka is registered as an investment adviser representative in Ohio, since August 2016.
- OhioSince 23 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 1997 |
| Series 7 | General Securities Representative Examination | 9 September 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- William Patrick Matejka
- CRD
- 2420250
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 2214 E Enterprise Pkwy, Twinsburg, OH 44087
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Matejka work?
William Matejka is an investment adviser representative registered through Beacon Financial Advisory LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Matejka a financial advisor?
Yes. William Matejka has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since March 2021.
How many years of experience does William Matejka have?
William Matejka has 31 years in the financial industry, since May 1995, across 5 adviser firms.
What exams has William Matejka passed?
William Matejka has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in January 1994. FINRA credited William Matejka with the SIE, which began in October 2018.
Where did William Matejka work before Beacon Financial Advisory?
Before Beacon Financial Advisory, William Matejka was registered through Sterne Agee Investment Advisor Services, Inc., January 2015 to August 2016; Sterne Agee Investment Advisor Services, Inc., March 2010 to January 2015; Lincoln Financial Advisors Corporation, February 2001 to January 2009.
Where is William Matejka based?
William Matejka’s registered office is in Twinsburg, OH.
Is William Matejka registered with FINRA?
Yes. William Matejka has a current broker registration, under CRD 2420250.
Source: FINRA BrokerCheck
How can I verify William Matejka’s record?
Search CRD 2420250 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Matejka’s full registration record.
