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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Marino is a financial advisor with over 30 years of experience in the industry. Anthony is currently registered with Morgan Stanley. Anthony is a Registered Representative and Investment Advisor Representative, holding Series 7, 6, 31, 63, and 65 licenses as well as the SIE exam. Anthony's previous employers include CITIGROUP GLOBAL MARKETS INC., FIRST FIDELITY BROKERS, INC., NORTH AMERICAN INVESTMENT CORP., FIDELITY BROKERAGE SERVICES, INC., and FIRST INVESTORS CORPORATION. Anthony is a specialist in providing financial services to high-net-worth individuals, individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
02/12/2014 - Present
Morgan Stanley (Venice FL)
NJ
07/03/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
02/02/1989 - 07/10/1995
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
04/19/1988 - 07/25/1988
NORTH AMERICAN INVESTMENT CORP.
NA
05/29/1986 - 04/29/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
11/07/1985 - 03/03/1986
FIRST INVESTORS CORPORATION
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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