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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathyleen? Claim Your ProfileKathyleen Celine Madison is a financial advisor with Ameriprise Financial Services, LLC. Kathyleen is a registered investment advisor in Arizona, Texas, and Utah. Kathyleen has been in the financial industry since 2004 and is licensed to provide a wide range of financial services to individuals, businesses, and institutions. Kathyleen has a strong track record of success in helping clients 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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AZ
07/15/2024 - Present
Ameriprise Financial Services, LLC (Peoria AZ)
AZ
05/23/2020 - 08/20/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
08/31/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/03/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
NE
07/22/2002 - 07/12/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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