Thaddeus (Tad) A. Majerek, MBA, AAMS, CRPC

***** ******* **.

South Bend, IN 46635

269-***-****

Objective:

To obtain a position within the financial advisor industry .

Work History:

Compass Financial Advisors, Partner, Financial Advisor, Pension Consultant 2005 to Present

A.G. Edwards & Sons, Financial Advisor 1999 to 2004, Financial Advisor and Stock Broker

United Magazine and Book Company (UNIMAG), Senior VP Marketing, 1996 to 1999

Michiana News Service, President 1990 to 1996

Michiana News Service, Vice President 1986 to 1990

Intermountain Periodical Distributors, President 1977 to 1986

Hearst Publications, Sales Representative 1974 to 1977

Education:

Eastern Michigan University

Bachelor of Science Education, 1974

University of Notre Dame

Master of Business Administration 1989

Series 7, also known as an General Securities Representative License a part of the

Financial Industry Regulatory Authority (FINRA), In the United States, 1999.

Series 66, an exam administered by the Financial Industry Regulatory Authority (FINRA).

Successful completion of the Series 66 exam is equivalent to the completion of

the Series 63 and Series 65 exams.

The Series 66, along with successful completion of the Series 7, qualifies an investment professional to register as a securities agent and investment advisor, 1999

Insurance License:

Life, Accident & Health Insurance License, Variable Life and Annuity License, 2000

College for Financial Planning

Accredited Asset Management Specialist (AAMS), 2004

College for Financial Planning

Chartered Retirement Planning Counselor (CRPC), 2004

References:

Kim Wooden

56512 Twin Lakes Rd.

Cassopolis, MI 49021

574-***-****

Ken Heberd

52325 Dorchester Ct.

Granger, IN 46530

574-***-****

Dave Wistreich

15598 Bennington Pl.

Granger, IN 46530

219-***-****

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