Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Majewski is a financial advisor currently registered with Fisher Investments. David has been in the financial industry since 1987 and holds Series 7, 7TO, 24, 63, 65, and 66 securities licenses. His previous employers include FORESIDE FINANCIAL SERVICES, LLC, BMO INVESTMENT DISTRIBUTORS, LLC, BMO HARRIS FINANCIAL ADVISORS, INC., M&I DISTRIBUTORS LLC, RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS, RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS, ROYAL ALLIANCE ASSOCIATES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. David provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/10/2023 - Present
Fisher Investments (PLANO TX)
IL
01/02/2020 - 12/21/2020
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
01/30/2015 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
04/24/2013 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
08/08/2013 - 04/01/2014
M&I DISTRIBUTORS LLC (CHICAGO IL)
IL
01/01/2008 - 08/01/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (CHICAGO IL)
IL
09/28/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (CHICAGO IL)
NA
11/19/1989 - 04/01/1992
ROYAL ALLIANCE ASSOCIATES, INC.
NA
07/21/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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