Unclaimed
Madeline Anne Bickerstaff is a financial advisor at Raymond James Financial Services Advisors, Inc. Madeline is registered with the state of Florida and has been in the industry since 2021. She is also a registered Investment Advisor Representative. Madeline has Series 66, 10 and 9 principal exams, and Series 7 and SIE product exams. Madeline also has a strong understanding of the financial services industry and has a passion for helping clients reach their financial goals. She is committed to providing her clients with personalized advice and guidance. She is dedicated to working with her clients to develop financial plans that are tailored to their specific needs. Madeline is a highly motivated and experienced financial advisor who is committed to providing her clients with the best possible service. She is a valuable asset to her clients and to the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (Winter Park FL)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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