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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Majauskas is an Investment Advisor Representative with Morgan Stanley. Paul has been in the securities industry for over 35 years and has a strong track record of success in providing financial advice to individuals, families, and businesses. Paul has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Paul specializes in providing investment advice, financial planning, and portfolio management services. Paul has passed multiple professional exams including the Series 7, Series 3, Series 63, and Series 65. Paul is registered with the Securities and Exchange Commission (SEC) and holds FINRA licenses, allowing Paul to provide investment services in multiple states. Paul is committed to providing clients with personalized service and a high level of professionalism.
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
03/26/2020 - Present
Morgan Stanley (Oak Brook IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/19/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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