Marina E. Galeano
Professional summary
Marina Estela Galeano, who also goes by Marina Estella Delaney, is a registered financial advisor currently at M & I FINANCIAL PLANNING SERVICES located in Estero, Florida.
Marina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marina has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marina Estela Galeano's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2022 - Present
M & I FINANCIAL PLANNING SERVICES
May 23, 2003 - November 29, 2010
M & I FINANCIAL PLANNING SERVICES
June 2, 1997 - May 16, 2003
GARY GOLDBERG PLANNING SERVICES INC
August 8, 1996 - April 22, 2003
GARY GOLDBERG & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2022)
Exams
Current Firm
M & I FINANCIAL PLANNING SERVICES
CRD#: 124400 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 16,847,280 |
Red Flags
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