Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joel Madee is a financial advisor with over 40 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc., and provides financial advice to individuals, families, and businesses. David has a broad range of experience and expertise, including retirement planning, investment management, and insurance. David is committed to providing personalized financial advice that helps clients reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NJ
12/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Short Hills NJ)
NJ
04/01/2005 - 12/09/2022
CANTELLA & CO., INC. (SHORT HILLS NJ)
NY
07/31/1993 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/01/1977 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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