Advisor at Madison Avenue Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madison Avenue Securities, LLC
Location
Crestwood, IL 60418
Credentials
Series 65
Industry experience
< 1 year
Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential. She has been with Madison Avenue Securities since 2011 and is also associated with FPI & Associates, where she has worked since 1992 in an administrative role. Outside of finance, she is involved with Shaperz Inc., a business focused on esthetics and laser removal. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through a network of investment adviser representatives.
Based on Madison Avenue Securities, LLC
Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.
Commissions received on sales of securities products; commissions vary and are separate from advisory fees.
Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.
Account minimum: $10,000
14170 S Cicero Avenue, Suite 200
Crestwood, IL 60418
Illinois
Shaperz Inc.
2023 - Present (3 years)
Madison Avenue Securities
2011 - Present (15 years)
FPI & Associates
1992 - Present (34 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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