Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Madonna is a financial advisor with Steward Partners Investment Advisory, LLC. She has been in the industry since 2011 and is registered to provide investment advice in Pennsylvania. She also has a Series 6, Series 7 and Series 66 license. Elizabeth Madonna has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She provides financial planning, portfolio management, and other advisory services. Elizabeth Madonna previously worked at Raymond James Financial Services, Inc. and Hornor, Townsend & Kent, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
06/21/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
PA
11/14/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
PA
06/02/2016 - 11/11/2016
HORNOR, TOWNSEND & KENT, INC. (WAYNE PA)
PA
06/23/2011 - 03/28/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 03/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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