Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Camacho is a financial advisor at Ameriprise Financial Services, LLC, where Marie has been working since November 2023. Marie has been working in the financial services industry since September 2011. Marie has a wide range of experience in the financial services industry, with previous roles at UBS Financial Services Inc., RBC Capital Markets, LLC, and Citigroup Global Markets Inc. Marie has expertise in asset allocation services, financial planning, and portfolio management. Marie Camacho is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 9, Series 66, and SIE licenses. Marie Camacho is also registered as an Investment Advisor Representative in several states, including Texas, Arkansas, and Arizona.
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.
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AZ
11/30/2023 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
CA
12/02/2020 - 10/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WALNUT CREEK CA)
AZ
09/17/2018 - 12/01/2020
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
08/17/2017 - 08/29/2018
RBC CAPITAL MARKETS, LLC (PHOENIX AZ)
CA
02/22/2006 - 09/15/2011
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
06/07/2005 - 12/08/2005
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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