Unclaimed
Donald Richard Wiarek is a financial advisor at J.P. Morgan Securities LLC, located in Wauwatosa, WI. Donald Wiarek has been in the financial services industry for over 13 years. Donald Wiarek is a registered representative with FINRA and holds the following licenses: Series 6, Series 63, and SIE. Donald Wiarek is also registered to provide investment advice in the following states: California, Illinois, Maryland, Ohio, Virginia, and Wisconsin. Donald Wiarek specializes in working with corporations or other businesses, individuals, and insurance companies. Donald Wiarek has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality service.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (WAUWATOSA WI)
WI
06/30/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WAUWATOSA WI)
BC
Issued 07/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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