Marguerite Maria panico Fiori
Investment adviser representative at Fiori Financial Group
22 yearsExperience
1 stateRegistered in
$567.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Ffg Realty, LLCFeb 2023 to now
- Ffg Partners, LLC d/b/a Fiori Financial GroupDec 2022 to now
- Fiori Financial Group, Inc.Jan 2010 to now
- Raymond James Financial Services Advisors Inc.Jan 2016 to Dec 2022
- Raymond James Financial Services, Inc.Jan 2016 to Dec 2022
- N/a - Certified Divorce Financial AnalystOct 2014 to Nov 2024
- Rental Real EstateJun 2004 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fiori Financial Group
Legal name: Ffg Partners, LLC
$567.4MAssets managed
238Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968685
- Firm CRD
- 318641