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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Marino is a financial advisor registered with Morgan Stanley. Sandra is a highly experienced advisor with over 20 years in the industry. Sandra is licensed to provide investment advice in Florida and Texas and is registered in over 50 states. In addition to her Series 7, Series 63 and Series 65 licenses, Sandra also holds the Securities Industry Essentials (SIE) designation. Prior to joining Morgan Stanley, Sandra worked with Barclays Capital Inc. and Lehman Brothers Inc. Sandra specializes in portfolio management for individuals, businesses, and investment companies. She also provides financial planning and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/11/2014 - Present
Morgan Stanley (Plantation FL)
FL
09/22/2008 - 03/14/2014
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
07/30/1999 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
IA
Issued 09/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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