Madison Alyse Needham
Professional Summary
Madison Alyse Needham, who also goes by Maddie Needham, Madison Needham, is a registered financial advisor currently at TRINITY WEALTH SECURITIES, L.L.C. located in Tampa, Florida. Madison is registered as a RR (Registered Representative) and started their career in finance in 2026. Madison has worked at 1 firm and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maddie Needham, Madison Needham
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
TRINITY WEALTH SECURITIES, L.L.C.
Contact Information
Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634Mailing Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634Phone Number
(813) 333-1056Established
Missouri since 06/12/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2026About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Madison Alyse Needham's CRS (Customer Relationship Summary).
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