Unclaimed
Maddeysen Paige Puckett is a financial advisor with Fidelity Personal and Workplace Advisors in Knoxville, TN. Maddeysen holds the Series 7, Series 9, Series 10 and Series 66 securities licenses as well as the Series 63 state license. Maddeysen is also a Certified Financial Planner and has been in the financial industry since 2017. Maddeysen has experience working with a range of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Maddeysen has also worked for UBS Financial Services Inc. and Fidelity Brokerage Services LLC in the past.
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
TN
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (KNOXVILLE TN)
TN
10/27/2021 - 04/25/2022
UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)
TX
10/10/2017 - 07/06/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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