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OMNI Financial Services

OMNI Financial Services

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  2. Ryan Matiyak

Ryan Matiyak

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Ryan Matiyak
ChFC®, CLU®
Financial Advisor
Phone: 
813-384-3888 ext. 204
E-mail: 
ryan.matiyak@omnifinserv.com

Professional Experience

Ryan is a graduate of the Florida State University College of Business. While at FSU, he earned dual degrees in Finance and Risk Management & Insurance. His course study included: investment and market analysis, financial analysis, asset management, retirement planning, tax and accounting principles, risk management and insurance practices, asset protection strategies, employee benefits, business succession planning, business law, and economics. He was a member of the Florida State Insurance Society (FSIS) and the National Society of Collegiate Scholars (NSCS). After graduating from FSU in August of 2001, Ryan began his career with OMNI Financial Services in Tampa where he's served for more than 15 years.

Ryan serves professionals, families and business owners by developing comprehensive needs-based financial strategies driven by their individual goals and concerns. Asset protection is a focus throughout the financial analysis process, as well as a commitment to ongoing client service and formal reviews. Ryan's intention with each client is to make a positive difference in their life by the services he provides, and becoming a trusted resource for their planning needs. The financial security and peace of mind he helps them achieve is what continues to motivate him every day.

He has continued his education and skills by obtaining the ChFC® and CLU® professional designations so that he may continue to provide excellent customer service to his clients.  

Credentials

  • FINRA Securities Series 7 Registration
  • Investment Advisor Representative Series 66 Registration
  • Licensed Life, Health and Variable Annuities

Professional Services

Business
Business Succession Strategies, Business Valuation Analysis, Buy/Sell Agreements and Funding Strategies, Executive Compensation and Incentive Plans,
Key Employee Protection and Retention Strategies, Employee Benefits, Business Retirement Plans and Business Consulting Services

Personal
Family Protection Strategies, Risk Management, Life, Disability and Long-Term Care Protection, Financial Planning, Retirement Plans, Investment Strategies and Wealth Management, Education Funding, Asset Protection Strategies, Estate Planning, Charitable and Gifting Strategies and Special Needs Programs

 

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Additional info

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Contact info

  •   12610 New Brittany Boulevard, Fort Myers, Florida 33907
  •   (239) 939-4455
  •   trevor.harrelson@omnifinserv.com

Contact us

OMNI Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907 239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network. All Rights Reserved.

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