Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Clow is a financial advisor with over 30 years of experience in the financial services industry. Marie has been registered with the Securities and Exchange Commission since 1987. Marie currently works at Steward Partners Investment Advisory, LLC where she provides financial planning, investment management, and financial consulting services to individuals, families, and businesses. Marie has held previous roles at RBC Capital Markets, LLC, UBS Financial Services Inc., Phillips & Company, and CUSO Financial Services, L.P. Marie is committed to providing her clients with personalized advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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OR
07/12/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
01/25/2011 - 08/18/2015
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
10/18/2007 - 01/31/2011
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
12/12/2006 - 10/19/2007
PHILLIPS & COMPANY (PORTLAND OR)
OR
02/01/2006 - 12/13/2006
CUSO FINANCIAL SERVICES, L.P. (FAIRVIEW OR)
NJ
06/23/2000 - 02/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
04/02/1997 - 05/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OH
08/26/1996 - 02/12/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
07/31/1993 - 09/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
10/26/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
OR
08/08/1989 - 10/04/1990
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
02/04/1988 - 08/08/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
07/22/1987 - 02/09/1988
BIRR, WILSON SECURITIES, INC.
IA
Issued 11/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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