Marinel RomanoCRD Number: 1329923
Current Firm: Sagepoint Financial, Inc.
Marinel Romano (CRD# 1329923) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Riverside, CA and has over 17 years of experience in the finance industry.
Centaurus Financial, Inc.
Commonwealth Financial Network
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Current||12|
|Northwestern National Life Insurance Com||Minneapolis, MN||Mar 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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