Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie rose? Claim Your ProfileMarie Rose Zoutomou is an investment advisor representative with First Citizens Investor Services, Inc. based in Raleigh, North Carolina. Marie Rose has been working in the financial services industry since 2006. Marie Rose is a registered investment advisor representative in North Carolina and is licensed to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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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NC
02/04/2021 - Present
First Citizens Investor Services, Inc. (Cary NC)
FL
05/23/2020 - 02/03/2021
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
03/01/2016 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
TX
05/21/2013 - 03/10/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
10/08/2010 - 05/24/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
GA
09/22/2006 - 10/04/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 10/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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