linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Richard Majka

Trust Advisory Group Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Richard Majka

Eric Majka is an investment advisor representative with Trust Advisory Group Ltd. and has been in the industry since July 6, 2001. Eric Majka is registered with both the state of Massachusetts and the Financial Industry Regulatory Authority (FINRA). The advisor is located in Reading, Massachusetts, and specializes in various services such as financial planning, pension consulting, and selection of other advisors. Eric Majka provides portfolio management for both businesses and individuals.

Firm Information

Eric Majka is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Majka’s Registration & Firm History

AL

06/09/2020 - Present

Trust Advisory Group Ltd. (BIRMINGHAM AL)

NJ

02/24/2017 - 09/18/2017

ESSEX SECURITIES LLC (JERSEY CITY NJ)

MA

10/03/2016 - 02/28/2017

CETERA ADVISORS LLC (WEST NEWBURY MA)

MA

05/04/2009 - 10/03/2016

INVESTORS CAPITAL CORP. (WEST NEWBURY MA)

MA

10/13/2000 - 05/04/2009

LEERINK SWANN LLC (BOSTON MA)

Not sure if Eric Richard Majka is right for you?

Licenses & Designations

BC

Issued 06/06/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/06/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Richard Majka.
Not sure if Eric Richard Majka is right for you?