Unclaimed
Madina Boland is an Investment Advisor Representative with J.p. Morgan Securities LLC. Madina has been in the industry since 1999, working for both Charles Schwab & Co., Inc. and PaineWebber Incorporated before joining J.p. Morgan Securities LLC in 2018. Madina specializes in working with individuals, businesses, and pension plans. Madina is registered in all states and has a number of designations and certifications. Madina is a licensed and registered agent in the state of California and is also a Registered Investment Advisor in Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/10/2018 - Present
J.p. Morgan Securities LLC (San Marino CA)
CA
06/15/2000 - 05/07/2018
CHARLES SCHWAB & CO., INC. (PASADENA CA)
NJ
10/15/1999 - 05/26/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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