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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Sharon Everitt is an active Registered Representative and Investment Adviser Representative associated with Cambridge Investment Research Advisors, Inc. in Plymouth, MI. Marie Sharon Everitt has been in the industry since October 16, 2004. Marie Sharon Everitt works with a range of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. Cambridge Investment Research Advisors, Inc. provides advisory services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
01/08/2013 - Present
Cambridge Investment Research Advisors, Inc. (Plymouth MI)
CO
07/07/2011 - 01/10/2013
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MI
01/23/2008 - 03/30/2011
EDWARD JONES (CANTON MI)
GA
04/10/2000 - 10/22/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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