About Amie Marks
Amie Marks, a registered principal and financial advisor with Raymond James Financial Services, is a business-owner, a "mompreneur", and a Chicago Magazine 5-star wealth manager. A graduate of Lake Forest College, she has been in the financial industry throughout her twenty year career and has been a financial advisor for eighteen years, and an independent advisor with RJFS for eleven years.
A woman of strong values and a great work ethic, Amie credits much of who she is to the strong female role models and friends she has had throughout her life. Her belief that women have a unique ability to process information and cross lines (whether political, cultural, or socio-economic) to make good decisions is what inspired her to start WOMEN in the KNOW.
Amie holds series 7, 63, 24, 65, and life and health insurance licenses.
Amie Marks, a registered principal and financial advisor with Raymond James Financial Services, is a business-owner, a "mompreneur", and a Chicago Magazine 5-star wealth manager. A graduate of Lake Forest College, she has been in the financial industry throughout her twenty year career and has been a financial advisor for eighteen years, and an independent advisor with RJFS for eleven years.
A woman of strong values and a great work ethic, Amie credits much of who she is to the strong female role models and friends she has had throughout her life. Her belief that women have a unique ability to process information and cross lines (whether political, cultural, or socio-economic) to make good decisions is what inspired her to start WOMEN in the KNOW.
Amie holds series 7, 63, 24, 65, and life and health insurance licenses.
Awards & Recognitions:
Chicago Magazine 5-Star Wealth Manager *
Chicago Magazine 5-Star Wealth Manager *
Amie E. Marks
Registered Principal/Financial Advisor
Raymond James Financial Services, Inc.
Member FINRA/SIPC 1106A Chicago Avenue Oak Park, IL 60302
800-452-9519 / 708-524-0200
Fax: 708-524-9370
[email protected]
* Five Star Award selection for nominated wealth managers are based on satisfying the following criteria: credentialed as an investment advisory representative, a
FINRA-registered representative, a CPA or a licensed attorney, actively employed as a credentialed professional in the financial services industry for a minimum of five
years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standards, and accepting new clients. Other criteria considered are
one and five-year client retention rate, non-Institutional discretionary and/or non-discretionary client assets administered, number of client households served and education
and professional designations. This award is bestowed by an independent third party that is not affiliated with Raymond James.