Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Charles Marino is a financial advisor with MML Investors Services, LLC, based in Westfield, New Jersey. James has over 8 years of experience in the financial services industry. James holds Series 7 and Series 66 registrations and is licensed in New Jersey and New York. James also works with clients in the areas of retirement planning, investment planning, and insurance. James is also a licensed insurance agent and has experience in group ancillary benefits, life insurance, short-term and long-term disability, critical illness, and dental insurance. James has a strong background in working with individuals, families, and businesses. James is committed to providing clients with the highest level of service and advice.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/11/2021 - Present
MML Investors Services, LLC (Westfield NJ)
NJ
02/27/2018 - 03/09/2021
PRUCO SECURITIES, LLC. (Westfield NJ)
NJ
07/20/2016 - 09/13/2017
SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)
NY
06/22/2015 - 07/15/2016
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NJ
11/20/2014 - 05/29/2015
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
NJ
03/06/2014 - 09/15/2014
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NJ
07/25/2012 - 03/06/2014
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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