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JM

James V. Marino

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CRD#: 2236410
JM

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.

James Vincent Marino SR, who also goes by James VIncent Marino, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1993. James had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Vincent 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

August 30, 2000 - September 30, 2002

MANTIS SECURITIES, INC.

BD
CRD#: 104019
LEVITTOWN, NY
Past

September 10, 1999 - August 2, 2000

NORTHRIDGE CAPITAL CORPORATION

BD
CRD#: 16467
MELVILLE, NY
Past

November 20, 1997 - September 9, 1999

G.F.B. SECURITIES, INC.

BD
CRD#: 36381
EAST MEADOW, NY
Past

July 9, 1996 - November 13, 1997

R.D. WHITE & CO., INC.

BD
CRD#: 7011
NEW YORK, NY
Past

March 4, 1993 - May 2, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ

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
Series 63
Date: 1/27/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MS
MANTIS SECURITIES, INC.
MANTIS SECURITIES, INC.

CRD#: 104019 / SEC#: , 8-52508

BD
Terminated by SEC on 11/29/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/27/2000
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KESSLER, DEBORAH AMYPASSIVE INVESTOR4176426
LOUIS JAMES CONSULTINGREGISTERED REPRESENTATIVE
MCKEON, JAMESPASSIVE INVESTOR4298462
DICESARE, LOUISPASSIVE INVESTOR4299235
DICESARE, PAULPASSIVE INVESTOR4299247
GERTELMAN, PAUL RICHARDPASSIVE INVESTOR4299195
GREENSIDE, JEFFREY KENNETHPASSIVE INVESTOR4299138
K INVESTINGPASSIVE INVESTOR
KOESTLER, ANTHONY WILLIAMPASSIVE INVESTOR4298448
NACHMAN, ALEXANDER HUNTBRANCH MANAGER2338967
TREICHLER, BRADLEY GROVEPASSIVE INVESTOR2200599
ARENA, MARC ANTHONYPRINCIPAL2754309
BORGNER, RICHARD REISSPRESIDENT, MUNICIPAL SECURITIES PRINCIPAL, DIRECTOR OF COMPLIANCE1104666
LINZER, EDWARDCFO, FINOP1050490
POSILLICO, ROBERT JOSEPHSROP/CROP2301873
PRISTERA, GARYPASSIVE INVESTOR4299204

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


MANTIS SECURITIES, INC.

CRD#: 104019

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