Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian M. Marino is a financial advisor with World Investment Advisors, LLC. Brian has been in the financial services industry since 2005. Brian has a strong track record of success in helping clients achieve their financial goals. Brian is committed to providing his clients with personalized financial advice and investment strategies. Brian is registered with the state of Ohio and Texas. Brian is also a registered representative of World Investment Advisors, LLC. Brian is also a member of the advisory board for Kent State University, where he received his education.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/28/2024 - Present
World Investment Advisors, LLC (CLEVELAND OH)
MA
02/02/2021 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
OH
11/13/2006 - 02/03/2021
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
05/09/2005 - 11/22/2006
PARK AVENUE SECURITIES LLC (CLEVELAND OH)
BC
Issued 11/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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