Marguerite
Fiori
Fiori Financial Group
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About this Advisor
Marguerite Fiori is a financial advisor based out of Fort Lauderdale, Florida with 1 year of industry experience. Fiori is on the advisory team at Fiori Financial Group. Over the course of their career, Fiori has held roles at Lpl Financial LLC, Independent Financial Partners, Fiori Financial Group, Inc, Rental Real Estate, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Nflpa, N/A - Certified Divisor Financial Analyst and Fiori Financial Group. Fiori maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Fiori Financial Group is a registered investment firm operating out of Fort Lauderdale, FL. The firm has a total of eight people on staff. It handles $324 million in total assets between its 562 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 562 customer accounts, 36% are held by high-net-worth investors who have more than $1 million in investable assets. Fiori Financial Group performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Fiori Financial Group likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiori Financial Group Brokerage Details
$324,231,233
8
562
$576,924
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Marguerite Fiori Work History
Marguerite has been registered as a financial advisor for 1 years.*
Fiori Financial Group, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Fiori Financial Group
N/A - Certified Divisor Financial Analyst
Fiori Financial Group, Inc
Nflpa
Lpl Financial LLC
Independent Financial Partners
Rental Real Estate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marguerite Fiori to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiori Financial Group
Fort Lauderdale, FL
Fort Lauderdale, FL
Leland, NC
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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