Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Ula Leahy is a financial advisor currently registered with LPL Financial LLC and is located in FORT MILL, SC. Madeline has been in the financial services industry since 2016. Madeline has a Series 63, Series 24, Series 26, SIE and Series 7 licenses. In addition to her current registration, Madeline has previously been registered with CADARET, GRANT & CO., INC., MANNING & NAPIER INVESTOR SERVICES, INC. and MSI FINANCIAL SERVICES, INC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/14/2021 - Present
LPL Financial LLC (FORT MILL SC)
NY
03/12/2019 - 06/30/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
12/23/2016 - 03/08/2019
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
05/23/2016 - 10/25/2016
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
BC
Issued 01/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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