Unclaimed
Madelyn Brown is a financial advisor with Equitable Advisors, LLC. Madelyn is registered with FINRA and the state of Virginia. Madelyn has been in the financial services industry since April 2022. Madelyn holds Series 7, 66 and SIE licenses. Madelyn specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Madelyn is also registered with the state of Virginia for investment advisory services. Madelyn is based in Roanoke, VA.
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.
1
2
VA
05/29/2024 - Present
Equitable Advisors, LLC (ROANOKE VA)
VA
04/04/2022 - 05/28/2024
TRUIST INVESTMENT SERVICES, INC. (ROANOKE VA)
BOTH
Issued 06/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Madelyn Brown is the right advisor for you? Invested Better is here to help.