Unclaimed
Madeleine Del Santo is a registered investment advisor representative with Invesco Advisers, Inc.. Madeleine has been in the industry since 2022 and has experience at both JP Morgan Securities and MarketAxess Corporation. Madeleine has the Series 7, SIE and Series 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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.
1
2
CA
10/25/2023 - Present
Invesco Advisers, Inc. (San Francisco CA)
NY
03/29/2023 - 10/11/2023
MARKETAXESS CORPORATION (NEW YORK NY)
CA
01/24/2022 - 02/18/2023
J.P. MORGAN SECURITIES LLC (San Francisco CA)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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