Unclaimed
Madison Hullinger-morelli is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Madison is a registered representative in 30 states and holds the Series 66, Series 7 and SIE licenses. Madison has a diverse background in the financial services industry, having previously worked at Van Eck Securities Corporation and AXA Advisors, LLC.
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.
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.
1
2
NY
08/03/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
11/28/2017 - 07/06/2022
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
NY
10/13/2016 - 11/01/2017
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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