Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Madsen is a financial advisor with Cetera Investment Advisers LLC. Stephen has been a registered representative for over 30 years and holds multiple licenses and certifications, including Series 7, 6, and 63, as well as the SIE exam. Stephen has specialized in providing financial advice for individuals, families, and businesses. Stephen is committed to providing personalized financial advice and helping clients achieve their financial goals. Stephen has a strong background in the financial services industry, having previously worked at PrimeVest Financial Services, Inc. and Juran & Moody, Inc.
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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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKE ELMO MN)
MN
05/14/1993 - 05/17/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
02/01/1991 - 05/18/1993
JURAN & MOODY, INC. (ST. PAUL MN)
BC
Issued 1/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 1/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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