Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Genello is a financial advisor with over 9 years of experience in the financial services industry. Martin holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Martin has worked with Charles Schwab & CO., Inc. since May 2021 and previously worked with TD AMERITRADE, INC., JANNEY MONTGOMERY SCOTT LLC, INVEST FINANCIAL CORPORATION and METLIFE SECURITIES INC.. Martin Genello is a registered investment advisor in Connecticut, Delaware, Florida, New Jersey, New York, and Pennsylvania. Martin specializes in providing financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
PA
05/26/2021 - Present
Charles Schwab & CO., Inc. (Philadelphia PA)
NJ
11/10/2022 - 07/29/2024
TD AMERITRADE, INC. (Marlton NJ)
PA
06/30/2016 - 05/20/2021
JANNEY MONTGOMERY SCOTT LLC (MOOSIC PA)
PA
01/27/2015 - 05/03/2016
INVEST FINANCIAL CORPORATION (DUNMORE PA)
PA
09/11/2014 - 02/05/2015
METLIFE SECURITIES INC. (MOOSIC PA)
IA
Issued 07/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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