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Marie Elizabeth Stark

Forum Financial Management, LP

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About Marie Elizabeth Stark

Marie Elizabeth Stark is a registered investment advisor representative with Forum Financial Management, LP. Marie has been in the financial industry since 1999. She is licensed to provide investment advisory services in New York. Marie has experience working with individuals, high net worth individuals, charitable organizations, corporations, pension plans, and businesses. Marie is also a Certified Public Accountant and an insurance agent.

Firm Information

Marie Stark is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marie Stark’s Registration & Firm History

NY

04/22/2021 - Present

Forum Financial Management, LP (Cohoes NY)

NY

09/01/2016 - 09/30/2020

PURSHE KAPLAN STERLING INVESTMENTS (Cohoes NY)

NY

01/18/2000 - 09/13/2016

CETERA FINANCIAL SPECIALISTS LLC (COHOES NY)

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Licenses & Designations

BOTH

Issued 12/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marie Elizabeth Stark.
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