Unclaimed
Marino Salvi is a financial advisor with over 20 years of experience in the financial services industry. Marino is currently registered with Assetmark Brokerage, LLC in Concord, California. Marino has previously been registered with Capital Brokerage Corporation, Assetmark Capital Corporation and Franklin/Templeton Distributors, Inc.. Marino has a Series 6, Series 26 and Series 63 license and holds a current registration in California.
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.
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.
1
2
CA
08/15/2014 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
04/01/2008 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (CONCORD CA)
CA
04/12/2002 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CA
08/20/1998 - 08/07/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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