Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Majewski is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Richard has been in the industry since 2017 and is registered with the state of Ohio. Richard is also a registered representative with Cambridge Investment Research, Inc. and holds Series 6 and Series 63 licenses. Richard has been employed with Cambridge Investment Research Advisors, Inc. since 2020. Prior to joining Cambridge Investment Research Advisors, Inc. Richard worked for Northwestern Mutual Investment Services, LLC. Richard specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Richard is committed to providing his clients with the highest level of service and expertise.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/07/2020 - Present
Cambridge Investment Research Advisors, Inc. (Mayfield Heights OH)
PA
09/11/2017 - 04/01/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (YORK PA)
BC
Issued 10/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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