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Betty Marino

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CRD#: 1056998
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Betty Marino, who also goes by Betty Musso Marino, Musso Marino, was a registered financial professional .

Betty is a previously registered financial professional and started their career in finance in 1982. Betty had worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Betty Musso Marino | Musso Marino

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 4, 2010 - December 2, 2013

ROCKFLEET FINANCIAL SERVICES, INC

BD
CRD#: 149325
NEW YORK, NY
Past

November 19, 2008 - July 14, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
JERICHO, NY
Past

July 25, 2007 - July 14, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
JERICHO, NY
Past

January 4, 1990 - December 31, 2006

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

July 22, 1982 - August 11, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


RF
ROCKFLEET FINANCIAL SERVICES, INC
ROCKFLEET FINANCIAL SERVICES, INC | ROCKFLEET FINANCIAL SERVICES, INC.

CRD#: 149325 / SEC#: , 8-68139

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
8586 Potter Park Dr. Suite 102e, Venice, FL 34285
Mailing Address
8586 Potter Park Dr., Sarasota, FL 34238
Phone number
(888) 909-4489
Established
Delaware since 12/11/2008
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
10

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CORRIGAN, CATHERINE MARYPRESIDENT, CEO, CHIEF OPERATIONS OFFICER, FINOP, CCO1869713
ROCKFLEET FINANCIAL SERVICES INC 401K PLANPROXY OWNER
ROCKFLEET INVESTOR PARTNERS II L.P.PROXY OWNER
ROCKFLEET INVESTOR PARTNERS L.P.PROXY OWNER

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 450,000

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROCKFLEET FINANCIAL SERVICES, INC

CRD#: 149325

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