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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madalyn? Claim Your ProfileMadalyn Johnston is a financial advisor at Fidelity Personal And Workplace Advisors, a firm based in Boston, MA. Madalyn has been in the financial industry since April 2019. She is registered as a registered representative with FINRA and as an investment advisor representative with the state of Texas. Madalyn holds the Series 7, 63, 66, 9, and 10 licenses and has passed the SIE exam. She is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Madalyn specializes in providing financial planning, educational seminars, and portfolio management services for both individuals 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
10/30/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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