Unclaimed
Mario Molino is an investment advisor representative with The Pinnacle Financial Group, a firm based in Rockville Centre, NY. Mario has been in the industry since 2005 and is registered in California, New Jersey, New York, and South Carolina. Mario's previous experience includes roles with Ameriprise Financial Services, Inc. in Mitchel Field, NY, IDS Life Insurance Company in Minneapolis, MN, and PHD Capital in New York, NY. Mario has a Series 7 and Series 66 license.
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.
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.
Financial planning
1
2
NY
09/08/2021 - Present
THE Pinnacle Financial Group (MELVILLE NY)
NY
07/20/2005 - 11/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
MN
07/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/08/2005 - 06/09/2005
PHD CAPITAL (NEW YORK NY)
BOTH
Issued 07/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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