Marguerite Fiori, financial advisor Fort Lauderdale FL

Marguerite Fiori

CRD Number: 2968685
Current Firm: Fiori Financial Group

Marguerite Fiori (CRD# 2968685) is an Investment Advisor Representative working at Fiori Financial Group in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ffg Realty, LLC Fort Lauderdale, FL Feb 2023 - Current 1
Ffg Partners, Llc D/b/a Fiori Financial Group Fort Lauderdale, FL Dec 2022 - Current 1
N/a - Certified Divorce Financial Analyst Fort Lauderdale, FL Oct 2014 - Current 9
Fiori Financial Group, Inc. Fort Lauderdale, FL Jan 2010 - Current 14
Fiori Financial Group Fort Lauderdale, FL Nov 2016 - Dec 2022 6
Raymond James Financial Services Advisors Inc. Fort Lauderdale, FL Jan 2016 - Dec 2022 6
Raymond James Financial Services, Inc. Ft. Lauderdale, FL Jan 2016 - Dec 2022 6
Rental Real Estate Dania Beach, FL Jun 2004 - Aug 2020 16
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
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marguerite M. Fiori
Phone Number: 954-763-2600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $576,924
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, MD, NC, NJ, TX

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