Unclaimed
John Derek Majkowski is an investment advisor representative with Steward Partners Investment Advisory, LLC. John has been in the industry since September 6, 1994, and has a strong background in financial planning and advisory services. John has held previous positions at Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, and SunTrust Investment Services, Inc. John is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses and certifications, including the Series 7, Series 63, Series 65, Series 24 and SIE. Steward Partners Investment Advisory, LLC is an independent Registered Investment Advisor (RIA) firm that provides financial advisory services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
DC
04/01/2021 - Present
Steward Partners Investment Advisory, LLC (WASHINGTON DC)
DC
03/16/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
DC
01/16/2008 - 03/18/2016
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
VA
01/13/2006 - 01/28/2008
SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)
DC
09/06/1994 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (WASHINGTON DC)
IA
Issued 08/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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