Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Marino is a financial advisor who has been in the industry since 2016. Luke is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in Connecticut and Texas. Luke has a diverse background with previous experience at Foresters Financial Services, Inc. and Foresters Advisory Services. Luke holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Luke is part of the Risley Marino Group within Cetera and offers a range of financial services including financial planning, pension consulting, educational seminars, 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.
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
10/27/2022 - Present
Cetera Investment Advisers LLC (EAST HARTFORD CT)
CT
07/08/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 12/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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