Unclaimed
Michael Marino is a registered representative with Equity Services, Inc., a company that offers financial planning, pension consulting, educational seminars, and portfolio management services. Michael has been in the financial industry since 1993 and has held various roles with different firms including Prudential Insurance Company of America, PRUCO Securities, LLC and Metropolitan Life Insurance Company. Michael specializes in assisting high-net-worth individuals and families, pension and profit-sharing plans, individuals other than high-net-worth individuals, and charitable organizations. Michael also offers services to corporations or other 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/10/2015 - Present
Equity Services, Inc. (RED BANK NJ)
NJ
08/17/2011 - 06/05/2015
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
01/18/2011 - 08/11/2011
ROYAL ALLIANCE ASSOCIATES, INC. (SHORT HILLS NJ)
NJ
04/29/1993 - 12/10/2010
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
04/29/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
IA
Issued 05/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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