Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Malarik is a financial advisor at Simplicity Wealth. Jack has been a financial advisor for over 30 years and has experience in a variety of financial planning areas. Jack is registered to provide investment advisory services in Ohio. Jack's current firm is Simplicity Wealth, which provides financial planning, educational seminars, portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. Jack previously worked at several other firms, including: Multi-Financial Securities Corporation, Legacy Financial Services, Inc., Royal Alliance Associates, Inc., Securities Service Network, Inc., L.M. Kohn & Company, Valmark Securities, Inc., MW Management Company, The Paul Revere Variable Annuity Insurance Company, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, NWNL Management Corporation, UR Financial, Inc., and First Investors Corporation. Jack holds the Series 6 license. Jack also owns a condo in Fort Myers, Florida that he rents as an investment.
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.
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.
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
OH
09/06/2023 - Present
Simplicity Wealth (Chardon OH)
OH
07/18/2007 - 09/01/2009
MULTI-FINANCIAL SECURITIES CORPORATION (GATES MILLS OH)
OH
04/19/2006 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (WILLOUGHBY OH)
OH
07/18/2005 - 04/18/2006
ROYAL ALLIANCE ASSOCIATES, INC. (WILLOUGHBY OH)
TN
08/07/2003 - 07/22/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OH
10/02/2000 - 08/06/2003
L.M. KOHN & COMPANY (CINCINNATI OH)
OH
11/01/1999 - 09/28/2000
VALMARK SECURITIES, INC. (AKRON OH)
TN
11/10/1997 - 10/29/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OH
09/06/1994 - 10/29/1997
MW MANAGEMENT COMPANY (EUCLID OH)
MA
03/20/1990 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
MA
02/11/1992 - 04/29/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/11/1992 - 04/29/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
04/10/1990 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
05/09/1988 - 11/08/1989
UR FINANCIAL, INC.
NA
12/16/1983 - 04/27/1988
FIRST INVESTORS CORPORATION
BC
Issued 12/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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