Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madelyn? Claim Your ProfileMadelyn Audena Palomeque is a financial advisor who has been in the industry since December 2014. Madelyn has a Series 66, Series 7 and SIE licenses. Madelyn is currently registered with Nuveen Asset Management, LLC and has been with the firm since November 2020. Previously, Madelyn was registered with Global Alternative Investment Services, Inc. and Wells Fargo Advisors, LLC. Madelyn provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Madelyn also provides advisory services such as selection of other advisers, pension consulting, and model portfolio advice.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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
IL
04/20/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NC
05/19/2016 - 08/12/2020
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/26/2015 - 05/12/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 07/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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