Financial Advisor Profile

 

 

 

 

Steven R. Madeira, ChFC®, CLU®, CRPC®
Managing Principal

 

 


   Industry Experience:

  • Voya Financial Advisors, Inc. (2006-present)
    Investment Adviser Representative
  • Ameriprise Financial Services, Inc. (1998-2006)
    Financial Advisor and District Manager, Advanced Advisor Group Gold Team & Presidential Recognition Award recipient 1999, 2000, 2002, 2004
  • Biltmore Securities, Inc. (1995-1996)
    Vice President/Accounts Representative

   Registrations and Licenses:

  • Series 7 (General Securities Representative)
  • Series 24 (General Securities Principal)
  • Series 63 (Uniform Securities Agent State Law)
  • Life Insurance
  • Accident and Health Insurance


   Educational Background:

  • Bentley University, Waltham, MA
    Bachelor of Science-Management, 1993
  • The American College, Bryn Mawr, PA
    Chartered Financial Consultant (ChFC®), 2003
  • The American College, Bryn Mawr, PA
    Chartered Life Underwriter (CLU®), 2008
  • College for Financial Planning, Greenwood Village, CO
    Chartered Retirement Planning Counselor(CRPC®), 2010

   Personal Data:

  • Born: 1971 in Boston, Massachusetts