Unclaimed
Ethan Madson is a financial advisor with Citigroup Global Markets Inc., a broker-dealer with a focus on serving high-net-worth individuals and institutions. Ethan has been in the financial services industry since 1999 and has a diverse background in securities and commodities. Ethan is registered with the Securities and Exchange Commission and holds Series 3, 7, and 63 licenses as well as the Securities Industry Essentials (SIE) Exam certification. In addition to his role at Citigroup Global Markets Inc., Ethan has also worked for Legg Mason Investor Services, LLC. Ethan is dedicated to providing clients with a comprehensive range of financial services, including asset allocation advice, financial planning, pension consulting, portfolio management for individuals and businesses, and publication of financial periodicals.
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.
Asset allocation advice
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
CA
11/28/2024 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
CA
12/01/2005 - 04/07/2006
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
09/13/1999 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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