Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Marino has been in the financial industry since 2011. Michael is currently a registered representative and investment adviser representative with PMA Asset Management, LLC. Prior to that, Michael was a registered representative with RBC CAPITAL MARKETS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael holds a Series 7, Series 63, Series 50, Series 65, and Series 24 license. Michael is a specialist in managing portfolios for individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/08/2021 - Present
PMA Asset Management, LLC (NAPERVILLE IL)
NY
11/07/2019 - 01/29/2021
RBC CAPITAL MARKETS, LLC (Fishkill NY)
NY
11/11/2014 - 11/08/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (POUGHKEEPSIE NY)
NY
07/09/2013 - 10/23/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)
NY
02/01/2013 - 05/29/2013
WELLS FARGO ADVISORS, LLC (POUGHKEEPSIE NY)
NY
06/08/2011 - 10/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (POUGHKEEPSIE NY)
NY
07/13/2010 - 04/11/2011
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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