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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrianne? Claim Your ProfileAdrianne Medford is a financial advisor with over 27 years of experience in the industry. Adrianne has held positions with several reputable firms, including Alex. Brown & Sons Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc., before joining Wealthpenn.comllc in 2009. Adrianne is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, 63, and 65 licenses. Adrianne specializes in providing a wide range of financial advisory services, including portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting. Adrianne's commitment to providing exceptional client service has earned her a strong reputation in the industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/08/2020 - Present
Wealthpenn.comllc (Bethesda MD)
DC
01/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
03/01/1996 - 01/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/07/1993 - 12/15/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 8/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/7/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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