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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Marino is a financial advisor at Morgan Stanley. Timothy has been in the securities industry since 2005. Timothy has been registered with Morgan Stanley since 2016, and before that was registered with Citigroup Global Markets Inc. Timothy's area of focus is in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Timothy is licensed in many states.
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
10/10/2018 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
03/14/2013 - 02/29/2016
CITIGROUP GLOBAL MARKETS INC. (PALM BEACH GARDENS FL)
NJ
03/24/2009 - 03/25/2011
HSBC SECURITIES (USA) INC. (ENGLEWOOD NJ)
NJ
01/12/2007 - 03/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NJ
12/14/2004 - 12/18/2006
PNC INVESTMENTS (ENGLEWOOD NJ)
NY
02/27/2004 - 03/24/2004
TRILLIUM TRADING LLC (NEW YORK NY)
NY
09/18/2002 - 12/16/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/2002
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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