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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 Markiewicz is a financial advisor at LPL Financial LLC. David has been in the industry since 2016, and is registered in 51 states and two territories. David offers a wide range of financial services, including investment management, financial planning, and retirement planning. David has been with LPL Financial LLC since 2021, and prior to that, was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/26/2021 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
11/06/2018 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
IL
05/10/2016 - 11/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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