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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Sequoia Financial Group, LLC

location

Akron, OH

0 Disclosures

ADVISOR BIO

Maddalena Parks is a financial advisor with over 12 years of experience in the industry. She has worked with various firms including RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC, and Triad Advisors LLC. Maddalena currently works at Sequoia Financial Group, LLC. Maddalena holds the Series 66 and Series 7 licenses and has worked with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. She specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Invesco Advisers, Inc.

location

San Francisco, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Madeleine Del Santo is a registered investment advisor representative with Invesco Advisers, Inc.. Madeleine has been in the industry since 2022 and has experience at both JP Morgan Securities and MarketAxess Corporation. Madeleine has the Series 7, SIE and Series 66 licenses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Plano, TX

0 Disclosures

ADVISOR BIO

Madeleine Rose Schitea is an Investment Adviser Representative at Fisher Investments. Madeleine is registered with the state of Texas. Madeleine has been with Fisher Investments since August 2020. Madeleine earned a Series 65 license in July 2022. Madeleine has experience working with individuals, investment companies, pooled investment vehicles, and corporations. Madeleine is also experienced in portfolio assessment and financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Irvine, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Madeleine Stewart is a financial advisor who has been in the industry since 2007. Madeleine is currently registered with RBC Capital Markets, LLC in California and Texas and is licensed to offer securities and investment advisory services in a number of states. Before joining RBC Capital Markets, LLC, Madeleine was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Madeleine's registrations and licenses allow her to provide a wide range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Madeleine Condron is a registered investment advisor with RBC Capital Markets, LLC. Madeleine has been in the financial services industry since August 1, 2022. Madeleine specializes in providing financial planning services to individuals, businesses, and retirement plans. Madeleine is licensed to offer securities and investment advisory services in a variety of states, including Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, and Wisconsin. Prior to joining RBC Capital Markets, LLC, Madeleine worked as an advisor at Morgan Stanley & Co. LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Madeleine Hart Pochettino is a registered representative with Goldman Sachs & Co. LLC. Madeleine has been in the financial services industry since February 2022. Madeleine holds the Series 7TO, SIE, and Series 63 licenses. Madeleine's specializations include stocks, bonds, mutual funds, variable annuities, options, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Prodigy Asset Management LLC | CFA ® (Certifications)

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Madeleine Elena Jesse is a financial advisor with Prodigy Asset Management LLC. Madeleine has been in the financial services industry for over 10 years. Madeleine's experience includes working at Stifel, Nicolaus & Company, Incorporated and Saint Louis University. Madeleine holds the Series 7, Series 86, Series 87, and SIE licenses. Madeleine is also a Chartered Financial Analyst (CFA). Madeleine's primary office is located in Omaha, Nebraska.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Johnson Financial Group LLC

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Madeleine Paige Heringer is an Investment Advisor Representative at Johnson Financial Group LLC and JFG Wealth Management, LLC, both located in Denver, Colorado. Madeleine has been in the industry since 2017. Madeleine is registered in Colorado and holds the Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cobblestone Capital Advisors, LLC

location

ROCHESTER, NY

0 Disclosures

ADVISOR BIO

Madeleine Ottman is an Investment Advisor Representative associated with Cobblestone Capital Advisors, LLC. Madeleine is registered with the state of New York. Madeleine has been in the industry since 2020. The firm provides a variety of investment advisory services to individuals, corporations and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Madeline Rose McLinden is a financial advisor with Vanguard Advisers, Inc. Madeline has been in the industry since July 17, 2018 and is registered in Pennsylvania and Texas. Madeline provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Madeline also provides services for pooled investment vehicles. Madeline's firm, Vanguard Advisers, Inc. is a large firm with over 150,000 clients and over $333 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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