Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Madrigal is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Avantax Advisory Services and holds Series 7 and 66 licenses. Keith has worked with a variety of clients, including individuals, families, and small businesses. Keith specializes in retirement planning, investment management, and financial planning. Keith is committed to providing his clients with personalized service and helping them 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
04/06/2023 - Present
Avantax Advisory Services (Atlanta GA)
GA
05/30/2008 - 04/04/2023
SIGMA FINANCIAL CORPORATION (DALLAS GA)
GA
03/04/2003 - 06/10/2008
METLIFE SECURITIES INC. (ATLANTA GA)
VA
03/04/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
KS
07/05/2001 - 01/09/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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