Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Duffy is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Madison is based in Charleston, South Carolina, and has been in the industry since 2022. Madison holds Series 63, 65, 7TO, and SIE licenses, as well as registrations in multiple states. Madison’s prior work experience includes roles at The Vanguard Group, Inc., Bishop England High School, Clemson University and Wells Fargo Advisors. Madison also works as a Hostess for Costa Charleston in Charleston, SC.
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.
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.
Investment consulting services to institutional clients
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
SC
08/14/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
NC
08/26/2022 - 04/21/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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