Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gunnar? Claim Your ProfileGunnar Marino is a financial advisor who has been working in the industry since 2022. Gunnar is currently registered with Charles Schwab & CO., Inc. and has previously been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gunnar has a Series 7TO, Series 66, and SIE. Gunnar's experience is primarily in the area of financial planning and portfolio management. Gunnar is also affiliated with Charles Schwab Bank, SSB.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OR
04/11/2023 - Present
Charles Schwab & CO., Inc. (Eugene OR)
OR
09/01/2022 - 04/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
BOTH
Issued 01/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gunnar Marino is the right advisor for you? Invested Better is here to help.
