Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Madden is a financial professional with over 20 years of experience in the financial services industry. Jeremy currently works as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc., a well-established and highly reputable firm. Jeremy has a broad range of experience, including working with CITIGROUP GLOBAL MARKETS INC. and CHASE INVESTMENT SERVICES CORP. Jeremy is registered in multiple states and holds the Series 63, Series 65, Series 7, and SIE licenses. Jeremy's primary focus is on providing comprehensive financial planning and investment management services to individuals, corporations, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/15/2010 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/2009 - 10/04/2010
CHASE INVESTMENT SERVICES CORP. (LONG ISLAND CITY NY)
CT
03/26/2003 - 06/23/2008
AXA ADVISORS, LLC (HAMDEN CT)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Madden is the right advisor for you? Invested Better is here to help.
