Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Madia is a financial advisor with Oppenheimer & Co. Inc. in SEATTLE, WA. David has been in the financial services industry since 2012. David has a strong background with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Edward Jones. David's previous experience at these firms provides David with a deep understanding of the financial services industry. David is registered to provide investment advice in Idaho, Oregon, Pennsylvania, Washington, and Wyoming.
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.
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.
1
2
WA
02/16/2024 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
WA
11/04/2019 - 02/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
09/21/2015 - 11/06/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
WA
10/18/2013 - 09/25/2015
EDWARD JONES (SEATTLE WA)
WA
01/09/2013 - 09/16/2013
MORGAN STANLEY (SEATTLE WA)
WA
12/23/2011 - 08/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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