Unclaimed
Madison Staples is an investment advisor representative with Ameritas Advisory Services, LLC. Madison has been in the industry since 2014 and holds the Series 65 license. Madison has a strong background in the financial services industry and is committed to providing clients with personalized financial advice. In addition to providing financial planning services, Madison also assists clients with portfolio management and investment advisory services. Madison also provides insurance services through Thompson Financial Group.
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.
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.
Solicitor fees
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ME
01/29/2025 - Present
Ameritas Advisory Services, LLC (PRESQUE ISLE ME)
Active
Inactive
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