Jo Anne MarinoCRD Number: 5449269
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jo Anne Marino (CRD# 5449269) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Englewood, FL and has over 8 years of experience in the finance industry.
Seacure Advisors LLC
Alkire Financial Advisory, Inc.
Raymond James Financial Services Advisors, Inc.
|Wells Fargo Advisors Financial Network, LLC||Englewood, FL||Jun 2013 - Current||3|
|Wells Fargo Advisors LLC||Englewood, FL||May 2009 - Jun 2013||4|
|Wachovia Securities, LLC||Englewood, FL||Jan 2008 - May 2009||1|
|A.g. Edwards||Englewood, FL||Mar 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV