Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marino is a financial advisor with over 28 years of experience in the industry. John is registered with Wells Fargo Advisors Financial Network, LLC and has offices in Rochester, New York and Cape Coral, Florida. John is a Series 7 and Series 63 licensed professional and holds a Series 65 license. John has expertise in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/10/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
04/01/2009 - 05/10/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
06/25/2004 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
NY
07/14/2003 - 07/07/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
07/31/1993 - 07/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/14/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Marino is the right advisor for you? Invested Better is here to help.
