Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Welsh is a financial advisor registered in the state of Washington. Madeline has been in the financial industry since September 2, 2019 and is currently registered with Northwestern Mutual Investment Services, LLC. Madeline's previous employers include Morgan Stanley and UBS Financial Services Inc. Madeline holds a Series 7, Series 66, and SIE license.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
08/16/2024 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
12/04/2020 - 01/04/2024
MORGAN STANLEY (Tacoma WA)
CA
10/22/2018 - 08/31/2020
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 01/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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