Unclaimed
Paul Gregory Majerus is a financial advisor with over 20 years of experience in the industry. Paul has been with LPL Financial LLC since May 2021 and is registered with FINRA and the state of Illinois. Previously Paul has worked at ARETE WEALTH MANAGEMENT, LLC, FIRST CHICAGO ADVISORS, INC., ARVON SECURITIES, LLC, BMO CAPITAL MARKETS CORP., and HARRIS NESBITT CORP. Paul holds the Series 7, Series 24, Series 63, and Series 79TO licenses and has demonstrated expertise in various investment areas. Paul works with a variety of clients including individuals, high-net-worth individuals, corporations, 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
05/19/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
10/10/2018 - 05/24/2019
ARETE WEALTH MANAGEMENT, LLC (Chicago IL)
IL
09/27/2013 - 10/14/2016
ARETE WEALTH MANAGEMENT, LLC (Chicago IL)
IL
09/15/2011 - 09/04/2013
FIRST CHICAGO ADVISORS, INC. (BARRINGTON IL)
CA
05/07/2010 - 08/12/2011
ARVON SECURITIES, LLC (LOS ANGELES CA)
IL
11/01/2003 - 09/04/2008
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
06/14/1995 - 11/01/2003
HARRIS NESBITT CORP. (CHICAGO IL)
NA
02/24/1987 - 01/14/1988
SPRUNG AND WISE SECURITIES, INC.
BC
Issued 06/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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