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 16 years of experience in the finance industry.
Centaurus Financial, Inc.
Commonwealth Financial Network
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Current||11|
|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