Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madison? Claim Your ProfileMadison Wentland is a financial advisor with B. Riley Wealth Advisors, Inc. located in Lubbock, Texas. Madison has been in the industry for several years and is a registered representative with both FINRA and the state of Texas. Madison specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. In addition to their work with B. Riley Wealth Advisors, Madison is also involved in several other businesses and organizations, including a family farm, a custom home building company, and a non-profit organization. Madison is committed to providing their clients with personalized advice and guidance to help them achieve their financial goals.
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.
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NA
09/02/2024 - Present
B. Riley Wealth Advisors, Inc. (LUBBOCK )
BOTH
Issued 08/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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