Unclaimed
Joy E Majewicz is an active investment advisor representative who has been in the industry since 2006. Joy is currently registered with Morgan Stanley in Deerfield, Illinois. Joy is also registered with the state of Texas as an investment advisor representative. Joy has previously worked for Morgan Stanley & Co. Incorporated and H&R Block Financial Advisors, Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/11/2020 - Present
Morgan Stanley (Deerfield IL)
IL
11/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
06/12/2006 - 10/25/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)
BOTH
Issued 08/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joy Majewicz is the right advisor for you? Invested Better is here to help.