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 registered with Raymond James Financial Services Advisors, Inc. based in Tigard, OR. Marie has been in the industry since 2014 and is currently registered with the state of Oregon. Marie Fromont also has experience with Foresters Financial Services, Inc. Her specializations include investment planning, retirement planning, college savings, estate planning and insurance.
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 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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