Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marinelli is a financial professional with over 20 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and is licensed in Delaware, Florida, Georgia, Maryland, Nevada, New Jersey, New York and Pennsylvania. John holds the Series 7, Series 63 and Series 65 licenses as well as the SIE. John is also a Certified Financial Planner (CFP). Previously, John was associated with American Portfolios Financial Services, Inc. John has experience providing financial planning and investment advice to individuals, families, businesses, and charitable organizations.
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.
1
2
NJ
05/02/2022 - Present
Osaic Wealth, Inc. (OLD BRIDGE NJ)
NY
12/13/2013 - 05/04/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
11/07/2008 - 12/16/2013
INVEST FINANCIAL CORPORATION (OLD BRIDGE NJ)
NY
03/18/2008 - 11/14/2008
ROYAL ALLIANCE ASSOCIATES, INC. (STATEN ISLAND NY)
NJ
05/29/2007 - 03/25/2008
CITIGROUP GLOBAL MARKETS INC. (SOUTH LAWRENCEVILLE NJ)
NJ
03/21/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (SOUTH LAWRENCEVILLE NJ)
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Marinelli is the right advisor for you? Invested Better is here to help.
