About Us
Roman A. Matusz, CLTC
Agency Sales Manager
Domicile State: PA
Phone: 412-562-4423
Fax: 412-391-8616
E-mail: RMatusz@financialguide.com
Roman Matusz has been in the Financial Services business since 1993. A graduate of the University of Pittsburgh, Roman began working with individuals and business owners in helping them to achieve their financial goals with a focus on Wealth Maximization & Preservation, Insurance Protection and Investment & Retirement Strategies.
In 2004, Roman became the Agency Sales Manager where his responsibilities grew to include recruiting, training and the development of Financial Service Professionals new to the agency.
Roman is a member and serves on the Board of the Pittsburgh Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Active in the community, he also is on the board of The Brashear Association, a south Pittsburgh community organization dedicated to supporting and enriching families to build more vital lives and neighborhoods.
Roman lives with his wife Nichole, a school teacher, in Pleasant Hills.
Qualifications/Designations/Registrations:
University of Pittsburgh, BS Communications and Rhetoric
FINRA Series 6 (Investment Co./Variable Contracts Representative) registration
FINRA Series 7 (General Securities Representative) registration
FINRA Series 24 (General Securities Principal) registration
FINRA Series 63 (Uniform Securities Agent State Law Examination) registration
FINRA Series 65 (Uniform Investment Adviser Law Examination) registration
Membership Affiliations:
National Association of Insurance and Financial Advisors (NAIFA)
Roman A. Matusz is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Supervisory Office: 11 Stanwix Street Suite 1200 Pittsburgh PA 15222 (412) 562-1600.
CRN201302-144332