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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lekarczyk is a financial advisor at Caitlin John, a firm with offices in Brighton, MI and Valparaiso, IN. David has been in the financial services industry since 1987, and has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. David's expertise includes financial planning, educational seminars, and selection of other advisors. He holds a Series 6, Series 63, Series 26, and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
09/20/2012 - Present
Caitlin John (BRIGHTON MI)
IN
10/12/2010 - 11/06/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (VALPARAISO IN)
IN
03/14/2006 - 10/08/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (VALPARAISO IN)
AL
02/09/2001 - 03/27/2006
PROEQUITIES, INC. (BIRMINGHAM AL)
CA
07/09/1987 - 02/01/2001
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 08/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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