Stanley Majkrzak (CRD# 3163357) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 24 years of experience in the finance industry. Stanley Majkrzak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management | Cleveland, OH | Jan 2021 - Current | 3 |
| Hw Financial Advisors | Cleveland, OH | Nov 1999 - Jan 2021 | 21 |
| Commonwealth Financial Network | Waltham, MA | Sep 1999 - Dec 2020 | 21 |
| Howard, Wershbale & Co, Cpa's | Cleveland, OH | Dec 1990 - Dec 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management19,711MILLIONS
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
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