Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tigard, Oregon. Marie has been in the industry since January 2014, and has been registered with the state of Oregon as both a broker-dealer and an investment advisor since that time. Her previous experience includes a role with Foresters Financial Services, Inc., where she was based in Beaverton, Oregon. Marie holds FINRA Series 6, 7, 63 and 66 securities licenses and has a strong track record of providing financial guidance to a wide range of clients, including individuals, families, and 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.
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
OR
10/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
01/24/2014 - 05/23/2016
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 10/1/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 1/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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