Unclaimed
Janet Madonia is a financial professional with over 25 years of experience in the financial services industry. Janet is registered with LPL Financial LLC and holds the Series 6, 63, and SIE licenses. Janet has previously worked at First Union Brokerage Services, Inc. Janet is a specialist in the areas of investment management, financial planning, and retirement planning. Janet works with a variety of clients, including individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
08/21/2019 - Present
LPL Financial LLC (FUQUAY VARINA NC)
NC
06/29/1994 - 11/08/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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