Unclaimed
Eric Majewski is a financial advisor with LPL Financial LLC, located in Cranston, RI. Eric has been in the financial services industry since 1999. Eric specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and retirement plans. He has experience working with clients of all ages and financial situations. Eric is also a Certified Financial Planner™.
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.
1
2
RI
05/22/2024 - Present
LPL Financial LLC (CRANSTON RI)
RI
10/04/2019 - 05/21/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Cranston RI)
RI
10/04/2017 - 10/07/2019
SPIRE SECURITIES, LLC (Providence RI)
RI
10/23/2009 - 10/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
03/22/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
08/16/1999 - 04/05/2000
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 02/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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