Unclaimed
Jeremy Madden is a financial advisor with over 5 years of experience in the industry. Jeremy has held positions with several firms including Pruco Securities, LLC., Horace Mann Investors, Inc., E*TRADE Securities LLC and currently at Wells Fargo Clearing Services, LLC. Jeremy holds the Series 6, Series 7 and Series 63 licenses, as well as the SIE. Jeremy Madden is registered to provide investment advice in Georgia.
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.
Investment consulting services to institutional clients
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
GA
07/19/2024 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
10/12/2023 - 04/29/2024
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
08/21/2019 - 12/20/2021
HORACE MANN INVESTORS, INC. (Douglasville GA)
GA
09/22/2016 - 06/20/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
05/20/2015 - 07/07/2015
PRUCO SECURITIES, LLC. (ATLANTA GA)
BC
Issued 08/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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