Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maikowski is a financial professional with over 30 years of experience in the securities industry. David is currently registered with Osaic Institutions, Inc. and has been with the firm since 2000. David is also a registered Investment Advisor in the state of Connecticut. Previously, David was registered with Liberty Securities Corporation, Wall Street Investor Services, and First Investors Corporation. David's professional designations include Series 6, Series 7, Series 24, Series 63, and Series 65.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation services for other advisers
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
CT
03/23/2000 - Present
Osaic Institutions, Inc. (FARMINGTON CT)
NY
08/18/1995 - 03/29/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
05/26/1992 - 08/23/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
01/07/1992 - 05/26/1992
UNITED PACIFIC FINANCIAL SERVICES, INC.
NJ
04/13/1989 - 11/09/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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