Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Catalino is an Investment Advisor Representative at Mariner Wealth. Robert has been in the industry since January 2016 and is licensed in New York. Robert obtained his Series 65 license in August 2022. Robert is currently working for Mariner Wealth, previously working with Andersen. Robert's specializations include retirement planning, college savings, estate planning, insurance, and tax planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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NY
08/18/2022 - Present
Mariner Wealth (NEW YORK NY)
IA
Issued 08/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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