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Jamie Madorma

Lincoln Investment

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About Jamie Madorma

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.

Firm Information

Jamie Madorma is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Madorma’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Madorma.
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