Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie York is an Investment Advisor Representative with Ernst & Young Investment Advisers LLP in Round Rock, Texas. Marie has been in the industry since 2004 and holds a Series 63 and Series 65 license. Marie is also licensed as a Registered Investment Adviser in the state of Texas. Marie previously worked for WELLS FARGO ADVISORS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and VANGUARD MARKETING CORPORATION.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
05/08/2023 - Present
Ernst & Young Investment Advisers LLP (Round Rock TX)
NC
10/25/2007 - 08/16/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
07/13/2005 - 03/23/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
06/18/2004 - 04/07/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Marie York is the right advisor for you? Invested Better is here to help.
