Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sorin? Claim Your ProfileSorin Marinescu is a financial advisor registered with Stifel, Nicolaus & Company, Inc. located in Boston, MA. Sorin has been in the industry since September 2021. Sorin is licensed to provide financial advice in various states and is qualified to advise a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Sorin also offers financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/21/2024 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
NH
07/24/2020 - 05/13/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 06/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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