Marie Katz
Professional Summary
Marie Katz, who also goes by Marie Ogurick, is a registered financial advisor currently at GLOBAL OAK CAPITAL MARKETS LLC located in Charleston, South Carolina and NUORION CAPITAL located in Miami, Florida. Marie is registered as a RR (Registered Representative) and started their career in finance in 2000. Marie has worked at 22 firms and has passed the Series 63, Series 79TO, Series 99TO, Series 52TO, SIE, Series 27, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marie Ogurick
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
BOUCHEY & ASSOCIATES, INC. | CASTLE HILL CAPITAL PARTNERS, INC.
Contact Information
Main Address
216 East 45th Street, Suite 1301, New York, NY 10017Mailing Address
216 East 45th Street, Suite 1301, New York, NY 10017Phone Number
(212) 784-6104Established
New York since 09/05/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (39 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/1/2022)
(7/9/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marie Katz's CRS (Customer Relationship Summary).
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