Ed Baehrend and Amie Marks met and began working together at Tucker Anthony, Inc. In 2002, when their firm was bought by the Royal Bank of Canada and merged with Dain Rauscher (RBC Dain), Ed and Amie formed a partnership (Baehrend Marks Partnership LLC), obtained their Principal Licenses (series 24), and joined Raymond James Financial Services as independent contractors. The lack of the requirement to sell proprietary products is what initially attracted them to Raymond James, and 15 years later, they still believe RJFS is a perfect fit for their business.
MISSION STATEMENT:
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Your Rights as a Client:
·Courteous Service | A Trustworthy and Competent Financial Advisor | Suitable Recommendations | Timely Transactions at the Best Available Prices | Full Disclosure of Costs and Risks | Clear Communications | Comprehensive Statements and Trade Confirmations | Prompt Error and Complaint Resolution | Strict Confidentiality
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