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Marie Norkett

Sageview Advisory Group, LLC

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About Marie Norkett

Marie Norkett is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Marie has a proven track record of success in helping individuals and families achieve their financial goals. She is currently affiliated with Sageview Advisory Group, LLC, and is registered to provide investment advice in Florida and New York. Marie is committed to providing her clients with personalized financial advice and guidance. She specializes in a wide range of financial planning services, including retirement planning, college savings, and estate planning. Marie is also passionate about educating her clients on financial matters and empowering them to make informed decisions about their financial futures.

Firm Information

Marie Norkett is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Norkett’s Registration & Firm History

NY

04/19/2022 - Present

Sageview Advisory Group, LLC (Syracuse NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marie Norkett.
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