Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Santo Marino is a financial advisor with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as Securities America, Inc., KMS Financial Services, Inc., and Voya Financial Advisors, Inc. Joseph Santo Marino has earned several licenses and registrations, including Series 6, Series 26, Series 63, and Series 65. He specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (North Haven CT)
CT
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (North Haven CT)
CT
11/17/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (North Haven CT)
CT
03/26/1994 - 11/07/2016
VOYA FINANCIAL ADVISORS, INC. (North Haven CT)
MA
06/07/1983 - 01/28/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/07/1983 - 01/28/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 06/12/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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