Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madelaine? Claim Your ProfileMadelaine Brooks has been in the financial industry since December 16, 2002. Madelaine is currently registered with LPL Enterprise, LLC in East Brunswick, NJ. Madelaine also previously worked at Julius Baer Securities Inc. from February 27, 1996, to July 5, 2005. Madelaine holds Series 3, 6, 7, 26, 63 and 66 securities licenses. Madelaine is also a registered Investment Advisor representative in New Jersey.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
NJ
11/14/2024 - Present
LPL Enterprise, LLC (EAST BRUNSWICK NJ)
NY
02/27/1996 - 07/05/2005
JULIUS BAER SECURITIES INC. (NEW YORK NY)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/09/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/1997
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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