Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Derek Majkowski is a financial advisor with over 28 years of experience in the financial services industry. John is currently registered as a broker-dealer and investment advisor representative in 28 states and the District of Columbia, offering comprehensive financial planning, portfolio management and investment advisory services. John has a strong background in retirement planning, estate planning, and insurance services, specializing in serving high-net-worth individuals, families, and businesses. John is committed to providing his clients with personalized service and customized financial solutions that meet their unique needs. John has held previous roles at Raymond James Financial Services, Wells Fargo Advisors, and SunTrust Investment Services. John holds a Certified Financial Planner designation and is dedicated to staying current on the latest financial trends and regulations. He is a member of the Financial Planning Association. John is currently associated with Steward Partners Investment Advisory, LLC.
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 8/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 2/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 9/2/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Majkowski is the right advisor for you? Invested Better is here to help.
