Unclaimed
Kellie Marie Madyda is a financial advisor currently registered with Commonwealth Financial Network. Kellie is a Registered Representative with over 3 years in the financial services industry. Kellie is licensed to sell securities in Ohio. Kellie has passed the Securities Industry Essentials Examination and the Corporate Securities Limited Representative Examination.
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.
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
OH
09/28/2018 - Present
Commonwealth Financial Network (Mason OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Kellie Madyda is the right advisor for you? Invested Better is here to help.