Unclaimed
Madalyn Nethaway is a financial professional with over six years of experience in the industry. Madalyn is currently registered with Charles Schwab & Co., Inc. and has been with the firm since November 3, 2023. Previously, Madalyn worked at TD Ameritrade, Inc. from May 16, 2017, until November 3, 2023. Madalyn holds several industry licenses including Series 3, Series 7, Series 9, Series 10, Series 34, and the SIE. Madalyn is also registered in all 50 states, Puerto Rico, and the Virgin Islands. Madalyn provides financial planning services and acts as a financial advisor referral program. Madalyn is a valuable resource for individuals and families seeking financial guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
11/03/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/16/2017 - 11/03/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 05/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/22/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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