Marie Somers
Marie Somers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9726 Commerce Center Court, Suite 2, Fort Myers, FL, 33908
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marie works as an operations manager and associate/employee at Kleinfield Wealth Group since 2015. This takes about half of Marie's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Florida Broker Dealer Services, INC.Broker
State Registrations27 states
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