Unclaimed
Malena Madariaga is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry for 5 years, and has offices in Lehigh Acres, FL and Annapolis, MD. Malena Madariaga is registered to offer investment advice in Florida and Maryland. She holds a Series 7, 66, and SIE license. Her professional experience includes positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Malena Madariaga specializes in portfolio management, asset allocation, financial planning, and educational seminars.
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.
Asset allocation services
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
MD
08/23/2024 - Present
Ameriprise Financial Services, LLC (Annapolis MD)
FL
08/01/2019 - 07/27/2024
J.P. MORGAN SECURITIES LLC (PINECREST FL)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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