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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maddalena? Claim Your ProfileMaddalena Parks is a financial advisor with over 12 years of experience in the industry. She has worked with various firms including RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC, and Triad Advisors LLC. Maddalena currently works at Sequoia Financial Group, LLC. Maddalena holds the Series 66 and Series 7 licenses and has worked with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. She specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/15/2023 - Present
Sequoia Financial Group, LLC (Akron OH)
OH
10/30/2020 - 06/21/2023
TRIAD ADVISORS LLC (Cleveland OH)
MI
10/17/2018 - 11/02/2020
RBC CAPITAL MARKETS, LLC (BLOOMFIELD MI)
MI
05/09/2014 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
MI
03/15/2012 - 05/14/2014
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
01/18/2010 - 09/09/2011
MIDAMERICA FINANCIAL SERVICES, INC. (ROCHESTER MI)
BOTH
Issued 01/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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