Unclaimed
Madeline Quirk Hart is an investment advisor representative who has been in the financial services industry since November 2013. Madeline is registered with Columbia Management Investment Advisers, LLC and has offices in Boston, Massachusetts and Dallas, Texas. Madeline has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).
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.
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.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/16/2018 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 11/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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