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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Majewski is a financial advisor with Osaic Wealth, Inc. Timothy has been in the financial industry since 2004. Timothy is registered to provide investment advice in multiple states including Montana, Texas, and Wisconsin. Timothy is also registered with FINRA and the SEC as a Registered Representative. Timothy has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (DE PERE WI)
WI
11/01/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DE PERE WI)
WI
11/29/2010 - 11/02/2017
SII INVESTMENTS, INC. (DE PERE WI)
WI
10/30/2006 - 11/30/2010
CAPITAL FINANCIAL SERVICES, INC. (GREEN BAY WI)
ND
07/20/2000 - 08/06/2002
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
IA
Issued 10/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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