Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Simmons Vidal is a registered representative with Raymond James & Associates, Inc., located in Atlanta, GA. Marie has been in the financial services industry since June 4, 1969. Marie holds licenses in Florida and Georgia and has passed the Series 63, Series 7TO, SIE, Series 31, PC and Series 1 examinations. Marie is a financial advisor who provides financial planning, portfolio management, and other services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
03/17/2003 - Present
Raymond James & Associates, Inc. (Atlanta GA)
NA
05/26/1977 - 04/19/1984
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
NA
06/02/1969 - 06/16/1977
RAYMOND JAMES & ASSOCIATES, INC.
BC
Issued 08/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 06/02/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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