Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoe? Claim Your ProfileZoe Kathryn Mader is a registered representative with BNY Mellon Securities Corp., based in New York, NY. Zoe has been active in the securities industry since November 08, 2023, and holds a Series 63, Series 7TO, and SIE license. Zoe is registered in all 50 states, the District of Columbia, and Puerto Rico. Zoe is dedicated to providing clients with the highest level of service and personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
11/09/2023 - Present
BNY Mellon Securities Corp. (New York NY)
BC
Issued 03/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zoe Mader is the right advisor for you? Invested Better is here to help.
