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Madeline Mclean Brown is an Investment Advisor Representative with Waverly Advisors, LLC. Madeline is registered with the state of Illinois and Indiana. Madeline has been in the industry since 2012 and has experience working with individuals, corporations, charities, and retirement plans. Madeline holds the Series 65 license and is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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AL
01/09/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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