Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Caswell is a financial advisor with Meld Financial, Inc. Madison works with individuals, families, and small businesses to develop and implement financial plans that meet their unique needs and goals. Madison is also a Registered Investment Advisor. Madison has over 10 years of experience in the financial services industry and holds a Series 65, Series 7, and SIE licenses. Madison is passionate about helping people achieve their financial goals and believes that everyone deserves access to quality financial advice.
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.
Social security and medicare consulting, individual consulting and financial wellness educational programs
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.
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2
AL
12/14/2021 - Present
Meld Financial, Inc. (BIRMINGHAM AL)
AL
05/25/2021 - 10/06/2022
TRIAD ADVISORS LLC (BIRMINGHAM AL)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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