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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 Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions. John is a CERTIFIED FINANCIAL PLANNER™ professional. John's firm provides financial planning, investment consulting for 401(k) and healthcare clients, investment research and due diligence and trust administration. They serve high-net-worth individuals, corporations, and institutional clients. John has been in the industry since 1993. He is registered with the states of Ohio and Texas.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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 for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
1
2
OH
03/30/2012 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (BEACHWOOD OH)
IN
02/03/1997 - 07/30/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/03/1997 - 07/30/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/14/1996 - 01/30/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
07/19/1993 - 12/06/1993
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 06/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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