Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Board Peele is a financial advisor with Ameriprise Financial Services, LLC. Marie has been in the financial services industry since 2001. Marie holds a Series 6, 7 and 66 licenses. Marie is a CERTIFIED FINANCIAL PLANNER™ professional. Marie has a long history of working with clients in North Carolina and has recently expanded her practice to serve clients across the country. Marie's clients include individuals, families, trusts, estates, businesses, charitable organizations, and pension and profit sharing plans. Marie's areas of expertise include asset allocation, financial planning, pension consulting, and portfolio management. Marie provides a range of services to her clients including education seminars and publications. In addition to working as a financial advisor, Marie owns and operates several other businesses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/05/2021 - Present
Ameriprise Financial Services, LLC (GREENVILLE NC)
NC
09/29/2008 - 03/11/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)
NC
03/06/2001 - 09/29/2008
BB&T INVESTMENT SERVICES, INC. (GREENVILLE NC)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marie Peele is the right advisor for you? Invested Better is here to help.
