Unclaimed
Anthony Joseph Marino is a financial advisor at Oppenheimer & Co. Inc. located in FLORHAM PARK, NJ. Anthony has been in the financial services industry since April 1995. Prior to joining Oppenheimer & Co. Inc., Anthony worked at Ameriprise Financial Services, Inc. in Roseland, NJ. Anthony is licensed in 18 states and is registered with FINRA as a Registered Representative and Investment Adviser Representative. He is also a Series 65 and 63 holder. Anthony specializes in portfolio management for businesses and individuals as well as pension consulting and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
11/02/2017 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NJ
04/12/2013 - 10/24/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Roseland NJ)
NJ
04/30/2010 - 04/24/2013
LPL FINANCIAL LLC (ROSELAND NJ)
NJ
11/30/2004 - 05/05/2010
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
NY
03/09/2002 - 12/16/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/21/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
04/21/1995 - 10/18/1999
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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