Joseph
Marino
Securities America Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Marino is a financial advisor based in North Haven, Connecticut with a total of 3 years of industry experience. Marino works at Securities America Advisors, Inc. Over the course of their career, they have held roles at Northwestern National Life Insurance Com, Success Education Consultants, Smms Class, Primary Residential Mortgage, Ing Financial Partners, Inc, Voya Financial Advisors, Inc, Kms Financial Services, Inc, Securities America, Inc and Securities America Advisors, Inc. Marino maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut. Securities America Advisors, Inc is a firm operating out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 financial advisors. It oversees $38 billion in total assets among its 200,228 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Securities America Advisors, Inc offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on the type of financial services. However, fees billed by Securities America Advisors, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Marino Work History
Joseph has been registered as a financial advisor for 3 years.*
Securities America, Inc
Securities America Advisors, Inc
Primary Residential Mortgage
Smms Class
Success Education Consultants
Northwestern National Life Insurance Com
Kms Financial Services, Inc
Voya Financial Advisors, Inc
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Marino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
Costa Mesa, CA
Southlake, TX
Davis, CA
Midvale, UT
Weslaco, TX
Charlotte, NC
La Vista, NE
Bala Cynwyd, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
