Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Faulis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in Las Vegas, Nevada, and across multiple states. Madison's career in the financial industry began in June 2016. Madison's areas of specialization include: * **Investment management for individuals and businesses:** Madison helps clients develop personalized investment strategies to meet their financial goals. * **Financial planning:** Madison provides guidance on a range of financial planning needs, such as retirement planning, college savings, and estate planning. * **Pension consulting:** Madison has experience working with pension plans and can provide guidance on investment strategies and plan administration. * **Performance measurement reporting:** Madison provides clients with detailed reports on the performance of their investments. * **Allocation modeling:** Madison assists clients in developing an asset allocation strategy that aligns with their risk tolerance and investment goals. * **Research reports and services:** Madison has access to a wide range of research reports and resources to inform her investment decisions. Madison's primary affiliation is with Merrill Lynch, Pierce, Fenner & Smith Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NV
01/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
BOTH
Issued 11/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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