Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salvatore? Claim Your ProfileSalvatore Marino is an Investment Advisor Representative with Edelman Financial Engines. Salvatore has been in the financial industry for over 25 years. Salvatore is registered with the states of New Jersey, New York and Texas. Salvatore is also a Certified Financial Planner. Salvatore has experience with a variety of firms including Sanders Morris Harris, EF Legacy Securities and Financial Engines Advisors. Salvatore has a Series 7, Series 63 and Series 65 license. Salvatore specializes in providing financial planning, pension consulting, and portfolio management.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NJ
02/18/2021 - Present
Edelman Financial Engines (RED BANK NJ)
NJ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (RED BANK NJ)
NY
01/20/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (STATEN ISLAND NY)
NY
05/08/2014 - 01/26/2015
SCOTTRADE, INC. (MANHATTAN NY)
NY
02/28/2007 - 10/12/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
04/07/2004 - 01/11/2007
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
08/25/1997 - 06/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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