Amie Elizabeth Marks

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2002 → Present
  Raymond James Financial Services
  Oak Park, IL
• 01/2006 → Present
  L'AMie D'AIme
  Oak Park, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Oak Park, IL
• 03/2002 → Present
  Baehrend Marks Partnership
  Oak Park, IL

Other Businesses

(1)Name of Business: Baehrend Marks Partnership Address: 1106A Chicago Ave, Oak Park, IL, 60302, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/22/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: general partner (2)Name of Business: Women In the Know Address: Lake Forest Club, Lake Forest , IL, 60045, United States Activity Type: Non profit Position/Title: Other Investment Related: No Start Date: 05/15/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Founder - I lead the forum

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-16
• S63 Uniform Securities Agent State Law Examination
  1995-05-01

Other Names

• Ami Elizabeth Sunseri