Unclaimed
Jamie Madorma is a financial advisor with over 15 years of experience in the financial services industry. Jamie is currently registered with Lincoln Investment, a firm that provides a wide range of financial services to individuals, businesses, and institutions. Jamie has a broad range of experience in the financial services industry, including working with MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., Securities America, Inc., Questar Capital Corporation, Park Avenue Securities LLC, and NYLIFE Securities Inc. Jamie holds a number of professional licenses and certifications, including the Series 6, 7, 24, 52, 53, and 66 exams. Jamie is committed to providing clients with personalized financial advice and guidance to help them achieve 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.
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.
1
2
FL
05/04/2021 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
PA
11/04/2013 - 04/25/2014
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
PA
05/08/2012 - 10/17/2013
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
03/21/2011 - 04/03/2012
SECURITIES AMERICA, INC. (LANGHORNE PA)
PA
01/05/2010 - 03/24/2011
QUESTAR CAPITAL CORPORATION (FORT WASHINGTON PA)
PA
09/16/2008 - 12/21/2009
SECURITIES AMERICA, INC. (FORT WASHINGTON PA)
PA
08/13/2007 - 08/29/2008
PARK AVENUE SECURITIES LLC (BLUE BELL PA)
NY
10/26/2005 - 07/21/2006
NYLIFE SECURITIES INC. (MELVILLE NY)
BOTH
Issued 03/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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