Unclaimed
Madeline Adair Clinton is a registered representative of UBS Financial Services Inc. Madeline has been in the financial services industry since 2022. Madeline has a Series 66, Series 7TO, and SIE license. Madeline's professional experience includes positions with UBS Financial Services, Chase Edwards Galleries, Imperial Capital, LLC, Westhampton Country Club, SoulCycle Inc and Amherst College. Madeline is licensed in New Jersey and New York. Madeline specializes in serving the needs of high-net-worth individuals, corporations, and charitable organizations.
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.
See schedule d - miscellaneous
1
2
NJ
11/16/2023 - Present
UBS Financial Services Inc. (PARAMUS NJ)
BOTH
Issued 02/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Madeline Clinton is the right advisor for you? Invested Better is here to help.