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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Catherine David is a financial advisor with Cerity Partners LLC. Marie David is a Certified Financial Planner professional and has been in the industry since 2016. Marie David is registered with the state of Maryland, and has passed the Series 66, Series 7TO, SIE and Series 7 exams. Marie David is a registered representative with Cerity Partners LLC, and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining Cerity Partners LLC, Marie David worked at RBC Capital Markets, LLC, where she was registered from 2017 to 2021.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/10/2023 - Present
Cerity Partners LLC (TOWSON MD)
MD
03/06/2017 - 03/23/2021
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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