Unclaimed
Madelyn Shaw is a financial advisor with Synovus Securities, Inc. Madelyn is also registered with the state of Florida as an Investment Advisor Representative (IAR). Madelyn has over 10 years of experience in the financial services industry. Madelyn's background includes experience at several other firms including Citizens Securities, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Madelyn is a Series 7 and Series 66 licensed professional.
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.
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.
Tax related services, administrative 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
FL
06/09/2023 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
11/16/2021 - 05/16/2023
CITIZENS SECURITIES, INC. (West Palm Beach FL)
FL
01/27/2021 - 11/08/2021
CETERA INVESTMENT SERVICES LLC (FORT LAUDERDALE FL)
FL
01/26/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
FL
11/22/2012 - 11/13/2014
EDWARD JONES (COOPER CITY FL)
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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