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WM

Walter P. Majeski

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 1381467
WM

Professional summary

Walter Patrick Majeski is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Walter is registered as a RR (Registered Representative) and started their career in finance in 1985. Walter has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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.
Insurance Agent - Start Date: 07/1985 - Non-investment Related - Insurance lines of business: Fixed Insurance, Life Insurance, LTC and Fixed Annuities - Hours/per week during trading hours: 20 1) WALTER P. MAJESKI, TAX PREPARATION POSITION: Owner NATURE: Seasonal tax preparation, no formal business structure. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1986 ADDRESS: 12685 Camino Mira Del Mar #159, San Diego CA 92130 DESCRIPTION: Tax preparation for individuals. Approximately 15 tax returns filed per year. 2) WALTER MAJESKI INSURANCE POSITION: Owner NATURE: Insurance services covering life and LTC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/30/1985 ADDRESS: 12685 Camino Mira Del Mar #159, San Diego CA 92130 DESCRIPTION: Finding fixed life insurance coverage for clients.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Walter Patrick Majeski'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

January 1, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

May 27, 2022 - January 2, 2023

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
RUSSELLVILLE, AR
Past

January 26, 2022 - January 2, 2023

ST. BERNARD FINANCIAL SERVICES, INC.

RIA
CRD#: 36956
San Diego, CA
Past

July 25, 2019 - January 27, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
SAN DIEGO, CA
Past

July 24, 2019 - January 27, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
SAN DIEGO, CA
Past

October 8, 2014 - December 5, 2017

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SAN DIEGO, CA
Past

October 14, 2005 - October 10, 2014

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SAN DIEGO, CA
Past

January 15, 2004 - October 14, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

June 29, 2000 - February 5, 2004

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
LA MESA, CA
Past

April 8, 1997 - February 5, 2004

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

September 29, 1986 - April 15, 1997

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

August 2, 1985 - October 6, 1986

ARM SECURITIES CORPORATION

BD
CRD#: 932

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
California
(2/24/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/21/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/1/1985
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/27/1987
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures

Regulatory Event4

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

THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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