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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Loomis Phillips is a financial advisor with Edelman Financial Engines. She has been in the financial industry for over a decade and has a strong background in financial planning and portfolio management. Madeline has a Series 7, Series 66 and SIE licenses, and is a Certified Financial Planner. Madeline has experience working with a variety of clients, including individuals, families, and businesses. She is passionate about helping her clients achieve their financial goals and believes in providing personalized advice that is tailored to their individual needs. Before joining Edelman Financial Engines, Madeline worked at Royal Alliance Associates, Inc. and Morgan Stanley.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
07/25/2022 - Present
Edelman Financial Engines (ROSEVILLE, CA CA)
CA
07/22/2015 - 02/19/2016
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
CA
10/17/2011 - 08/29/2013
MORGAN STANLEY (MENLO PARK CA)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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