Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Majkrzak is a Certified Financial Planner who has been in the financial services industry since 1999. Stanley is a registered Investment Advisor Representative with MAI Capital Management, LLC. Stanley has previous experience with Commonwealth Financial Network and CIBC World Markets. Stanley specializes in financial planning, pension consulting, portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Stanley is also a co-owner of a private entity called IPS Bio, LLC.
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.
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.
Due diligence/research
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.
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.
Percentage of non-investment income
1
2
OH
01/26/2021 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
09/27/1999 - 06/30/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
NY
01/27/1999 - 10/11/1999
CIBC WORLD MARKETS (NEW YORK NY)
BOTH
Issued 11/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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