Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Lynn Georgi is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Madison has been working in the financial services industry since June 6, 2015. Prior to joining Fidelity, Madison has worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Madison holds a Series 7, Series 6, Series 63 and Series 66 license. The advisor's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Selection of Other Advisers. Madison works in the Cranberry Township office.
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.
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
PA
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
NY
11/12/2018 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
TN
12/09/2014 - 06/19/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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