Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Urszula? Claim Your ProfileUrszula Madra is an investment advisor representative with Hightower Advisors, LLC. Urszula has been in the industry since April 2010 and has experience in both investment advisory and brokerage services. She is registered in 21 states and holds the following licenses: Series 7, Series 24, Series 53, Series 63 and Series 65. Previously, Urszula has worked with MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities Inc. and New England Securities.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
02/22/2024 - Present
Hightower Advisors, LLC (Westport CT)
CT
03/25/2017 - 07/18/2022
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
04/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
NY
04/22/2014 - 10/08/2014
METLIFE SECURITIES INC. (NEW YORK NY)
NY
08/21/2009 - 10/08/2014
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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