Unclaimed
Christa Madison is a financial advisor with Curi RMB Capital, LLC in Oakbrook Terrace, IL. Christa has been working in the financial services industry since 2007. Christa is registered with the state of Illinois as an investment advisor representative. Christa offers a variety of financial services including financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
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.
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2
IL
03/18/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
06/10/2009 - 02/05/2015
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
09/27/2007 - 08/27/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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