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JM

John J. Majcher

MONERE INVESTMENTS
Schaumburg, IL 60173
Some features on this profile are disabled
CRD#: 1333060
JM

Professional summary

John Joseph Majcher JR is a registered financial professional currently at MONERE INVESTMENTS, INC. located in Schaumburg, Illinois.

John is registered as a RR (Registered Representative) and started their career in finance in 1987. John has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Joseph Majcher JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 16, 2015 - Present

MONERE INVESTMENTS, INC.

Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173
BD
CRD#: 105487
Schaumburg, IL
Past

April 2, 2009 - April 30, 2015

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
CHICAGO, IL
Past

September 27, 2000 - February 24, 2009

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
WHEATON, IL
Past

April 4, 1994 - August 24, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 27, 1993 - March 23, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 20, 1988 - September 28, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 29, 1988 - June 8, 1988

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
Past

November 25, 1987 - January 15, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(4/16/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/1987
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MONERE INVESTMENTS, INC.
ATRIUM ASSET MANAGEMENT, INC. | MONERE INVESTMENTS, INC. | ATRIUM TRADING, INC | ATRIUM SECURITIES, INC.

CRD#: 105487 / SEC#: , 8-52982

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Mailing Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Phone number
(312) 585-3850
Established
Illinois since 10/26/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MONERE HOLDINGS, INC.OWNER
BONO, THOMAS ALLENCHAIRMAN, CEO847285
BOUCKAERT, JOHN GEORGEBOARD MEMBER26830
FALCO, ANTHONY IIPRESIDENT2155747
HARMON, ARTHUR FARRELLCFO, FINOP1558889
WYKRETOWICZ, ANDREW J.DIRECTOR, COO/CCO2839006

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MONERE INVESTMENTS, INC.

CRD#: 105487Schaumburg, IL 60173

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