Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Elizabeth Marks has been in the financial services industry since May 1995. Amie is a Registered Representative of Raymond James Financial Services Advisors, Inc. Amie is also an Investment Advisor Representative. Amie is registered in 30 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
11/20/2024 - Present
Raymond James Financial Services Advisors, Inc. (OAK PARK IL)
NY
03/09/2002 - 04/09/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/26/1996 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
04/25/1995 - 04/16/1996
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amie Marks is the right advisor for you? Invested Better is here to help.
