BA in Economics - Colgate University
Registrations and Licenses:
Life/Health insurance Licenses
FINRA Series 7 and 66 Registrations
James Marino graduated from Colgate University in 1985 with a degree in Economics. With over 20 years of experience in the Insurance/Group Benefits industry, James has worked closely with HR and Benefit professionals from various industries. While working at Unum, Hartford and Cigna his role was to assist Employers and Benefit Professionals in the process of reviewing, evaluating and implementing various types of employee and executive benefit programs. James eventually realized that this experience would ultimately prepare him well for a promising career as a Financial Advisor.
His experience at Unum, Hartford and Cigna as a Regional Sales Manager, makes him uniquely qualified to identify the positives and negatives in what he calls an individuals Financial House. He assists clients by positioning himself as a resource and being a strong advocate and leader for his clients on what he calls their Personal Advisory Council.
James started his practice as a financial advisor in 2013. From the start, he has focused his efforts on keeping clients informed, educated and engaged in the process of reviewing their Financial Profile. He believes its about helping people to better understand how their money works and helping them to understand the rules surrounding financial products. James strives to help people organize and develop strategies that will help to minimize risk and reduce volatility in their Financial Profile.
James enjoys time with his family and golfing as member at Echo Lake Country Club in Westfield. Does some volunteering for the Westfield College Mens Club and the Westfield YMCA. James has been happily married to his wife Leslie for 25 years and is the proud father of his daughter Katie, who just graduated from Denison University in Granville, OH and his son Andrew, who is entering his sophomore year at Denison. Has been a resident of Westfield NJ for 20 years.
Allied Wealth Partners
792 Chimney Rock Road, Suite D
Martinsville, NJ 08836
James Marino is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #: 1562172 DOFU: 8/2016