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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Madson is a financial advisor with Commonwealth Financial Network, a firm that has been serving clients since 1979. Yvonne has been in the financial industry for over 20 years and has a strong commitment to providing personalized financial advice to clients. She specializes in a variety of financial services, including retirement planning, investment management, and insurance. Yvonne is a Certified Financial Consultant (CFC) and has obtained several industry licenses. Her clients are mostly high-net-worth individuals, but she also works with individuals, families, and businesses of all income levels.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/02/2024 - Present
Commonwealth Financial Network (Santa Rosa CA)
CA
10/04/2001 - 02/05/2024
THRIVENT INVESTMENT MANAGEMENT INC. (SANTA ROSA CA)
MA
05/15/2000 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/15/2000 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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