Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kacper? Claim Your ProfileKacper Majerczyk is an investment advisor representative registered with Schwab Wealth Advisory, Inc. in Florida. Kacper has been in the industry since April 4, 2024. Kacper has passed the Series 7TO, SIE and Series 66 exams. Kacper is registered in 51 states and the District of Columbia.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
05/17/2024 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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