Unclaimed
Mark Madden is a financial professional with over 30 years of experience in the industry. He has a broad range of experience, having worked with various firms including Wedbush Securities, Merrill Lynch, and Transamerica Securities. Mark is currently an Investment Advisor Representative at Fisher Investments, a firm that provides financial planning and portfolio management services to individuals, families, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/22/2022 - Present
Fisher Investments (PLANO TX)
CA
06/29/2009 - 06/16/2022
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
01/02/2003 - 06/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
04/09/1997 - 01/05/2001
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
MA
03/28/1991 - 01/29/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
02/09/1989 - 03/15/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
CO
05/20/1987 - 10/07/1989
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
MO
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
05/06/1987 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
NA
11/21/1985 - 05/13/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
08/14/1984 - 03/18/1986
W. S. GRIFFITH & CO., INC.
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Madden is the right advisor for you? Invested Better is here to help.