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William Porter Marino

Kestra Investment Services, LLC

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About William Porter Marino

William Marino is a financial professional with experience in the financial services industry. William is currently registered with Kestra Investment Services, LLC in Austin, TX. William has passed the Series 7TO, Series 63 and SIE exams. William previously worked at Equitable Advisors, LLC in Austin, TX.

Firm Information

William Marino is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Marino’s Registration & Firm History

TX

05/23/2024 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

12/19/2023 - 05/07/2024

EQUITABLE ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 02/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Porter Marino.
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