Marinel Romano, financial advisor Riverside CA
93 score

Marinel Romano

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Current 11
Northwestern National Life Insurance Com Minneapolis, MN Mar 1991 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Marinel Romano
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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