Unclaimed
Madeline Claire Marx is a registered representative of Robert W. Baird & Co. Inc., with offices in Evansville, Indiana. Madeline Claire Marx has been in the industry since February 2021. Madeline Claire Marx is registered with the state of Indiana. Madeline Claire Marx has a Series 7TO, Series 66 and SIE licenses. Madeline Claire Marx is also registered as an Investment Advisor Representative in the state of Indiana. Madeline Claire Marx has experience working with individuals, high-net-worth individuals, corporations or other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Madeline Claire Marx is registered to provide services in several states across the United States.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
07/26/2021 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
BOTH
Issued 07/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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