Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Patrick Marino is an investment advisor representative registered with Hamilton Lane Securities LLC. Gerard has over 20 years of experience in the financial industry. He is licensed to conduct securities business in Pennsylvania. Gerard has passed the Series 63, Series 65, Series 7, Series 24, and the SIE exam. He has held previous registrations with Brinker Capital Securities, Inc., Allianz Global Investors Distributors LLC, Foreside Fund Services, LLC, and Constellation Investment Distribution Company Inc., and Nuveen Investments.
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.
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.
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2
PA
02/14/2020 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
PA
10/01/2015 - 06/19/2019
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
NY
03/10/2010 - 09/14/2015
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
ME
08/23/2005 - 11/30/2005
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
PA
12/02/2004 - 01/28/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
02/11/2002 - 12/01/2004
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
IL
02/20/1998 - 01/26/2001
NUVEEN INVESTMENTS (CHICAGO IL)
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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