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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeleine? Claim Your ProfileMadeleine Kassimir is a financial advisor with Janney Montgomery Scott LLC, based in New York, NY. Madeleine has been in the industry since 1986 and has experience with a variety of firms including DAIWA CAPITAL MARKETS AMERICA INC., CRT CAPITAL GROUP LLC, and SEA PORT GROUP SECURITIES, LLC. Madeleine has expertise in a range of specializations including investment and insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals. Madeleine is a licensed financial advisor and holds the Series 3, 7, and 63 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
03/16/2015 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
09/04/2012 - 10/28/2014
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
NY
09/21/2009 - 05/31/2012
CRT CAPITAL GROUP LLC (NEW YORK NY)
NY
11/03/2008 - 09/16/2009
SEA PORT GROUP SECURITIES, LLC (NEW YORK NY)
NY
03/18/2008 - 10/24/2008
TERWIN CAPITAL, LLC (NEW YORK NY)
NY
02/04/2003 - 02/21/2008
WAMU CAPITAL CORP. (NEW YORK NY)
NY
09/20/2002 - 01/28/2003
M.J. WHITMAN LLC (SARATOGA SPRINGS NY)
NY
07/01/1998 - 09/20/2002
M. J. WHITMAN, INC. (NEW YORK NY)
NJ
04/09/1990 - 04/03/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/22/1985 - 02/20/1990
CITICORP SECURITIES MARKETS, INC. (NEW YORK NY)
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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