J. Derek Majkowski

Experience

• 

  H&R Block Advisors

  Sept 1994 - Jan 2006

  Financial Advisor
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  SunTrust Investment Services, Inc.

  Jan 2006 - Jan 2008

  Financial Advisor

  Investment Management and Financial Planning Services for Individuals and Institutions.

• 

  Wells Fargo Advisors

  Jan 2008 - Mar 2016

  Financial Advisor

  First Vice PresidentInvestment Management and Financial Planning Services for Individuals and Institutions.

• 

  Steward Partners Global Advisory

  Mar 2016 - now

  Partner - Senior Vice President

  Steward Partners Global Advisory is an employee-owned, full-service partnership, catering tofamily, institutional and multigenerational investors. Our financial advisors deliver comprehensivewealth planning and investment strategy implementation, professional asset services, privatebanking, institutional consulting, international advisory and business solutions. We prideourselves on delivering bespoke service with an unwavering commitment to excellence.Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartnersis.com/Disclosures.10.htm.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.For important disclosure information, please see "Social Media Disclosure" link in the "ContactInfo" section.-- Show less