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Sheila Rene Madrigal

Insight Folios

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About Sheila Rene Madrigal

Sheila Madrigal is a registered Investment Advisor Representative in Arizona. She is currently employed by Insight Folios, where she has been since 2020. Prior to that, Sheila worked for JP Morgan Securities LLC and Chase Investment Services Corp. Sheila Madrigal has a broad range of experience in the financial industry and is committed to providing her clients with personalized financial advice.

Firm Information

Sheila Madrigal is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sheila Madrigal’s Registration & Firm History

AZ

02/12/2020 - Present

Insight Folios (Glendale AZ)

AZ

10/01/2012 - 03/19/2019

J.P. MORGAN SECURITIES LLC (PHOENIX AZ)

AZ

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

IL

02/26/1999 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/24/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Sheila Rene Madrigal. Review regulatory record here.
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