Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul J. Marinelli is an Investment Advisor Representative associated with Riverglades Family Offices, LLC. Paul J. Marinelli has been in the industry since July 2003 and holds the Series 66, Series 7 and Series 31 licenses. Paul J. Marinelli is also a Chartered Financial Analyst. Paul J. Marinelli is registered in the state of Florida.
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.
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.
Selection of other advisers fees
1
2
FL
07/23/2014 - Present
Riverglades Family Offices, LLC (NAPLES FL)
CT
12/01/2005 - 01/02/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
07/23/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/31/2003 - 05/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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