Marguerite FioriCRD Number: 2968685
Current Firm: Raymond James Financial Services Advisors, Inc.
Marguerite Fiori (CRD# 2968685) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Lauderdale, FL and has over 24 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Fiori Financial Group||Fort Lauderdale, FL||Nov 2016 - Current||5|
|Raymond James Financial Services, Inc.||Ft. Lauderdale, FL||Jan 2016 - Current||6|
|Raymond James Financial Services Advisors Inc.||Fort Lauderdale, FL||Jan 2016 - Current||6|
|N/a - Certified Divisor Financial Analyst||Fort Lauderdale, FL||Oct 2014 - Current||7|
|Fiori Financial Group||Fort Lauderdale, FL||Nov 2009 - Current||12|
|Rental Real Estate||Dania Beach, FL||Jun 2004 - Current||18|
|Nflpa||Fort Lauderdale, FL||Oct 2012 - May 2016||3|
|Lpl Financial LLC||Ft Lauderdale, FL||Nov 2009 - Jan 2016||6|
|Independent Financial Partners||Ft Lauderdale, FL||Nov 2009 - Jan 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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