Unclaimed
William Edward Madden is a registered representative with J.P. Morgan Securities LLC. William has been in the industry since 2012 and has held prior roles with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and GOLDMAN, SACHS & CO.. William has passed the Series 3, Series 7, and Series 66 exams. William is currently registered in 53 states and is also registered with FINRA. William is a Registered Representative for J.P. Morgan Securities LLC. William is affiliated with the Boston branch office of J.P. Morgan Securities LLC.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
12/15/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
08/19/2015 - 08/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
07/11/2011 - 04/29/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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