Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madelon? Claim Your ProfileMadelon Yanta Leone is a financial advisor with Captrust. Madelon Leone has been in the industry for over 30 years. Madelon Leone is registered with the state of Texas. Madelon Yanta Leone holds FINRA Series 3, 7, 27, and 63 licenses. Madelon Leone specializes in providing financial planning and portfolio management services. Madelon Yanta Leone's previous experience includes roles at SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, SOUTHWESTERN CAPITAL MARKETS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Madelon Yanta Leone is a Chartered Financial Analyst.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/07/2019 - Present
Captrust (San Antonio TX)
NA
05/28/1991 - 01/24/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/12/1990 - 05/07/1991
SOUTHWESTERN CAPITAL MARKETS, INC.
NA
11/25/1987 - 09/27/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 03/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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