Unclaimed
Elizabeth Madonna is a financial advisor with over 10 years of experience in the industry. Elizabeth is currently registered with Steward Partners Investment Advisory, LLC, and has previously worked with Raymond James Financial Services, Inc., Hornor, Townsend & Kent, Inc., and Lincoln Financial Distributors, Inc. Elizabeth offers a range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Elizabeth is dedicated to providing personalized financial advice to help clients achieve their 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.
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 3/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/2017
Series 7 - General Securities Representative Examination
BC
Issued 6/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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