Investment Adviser

Catherine Louise marino

I oversee the investment portfolios of prestigious, exclusive organizations and individuals worldwide.



Years of expirrience


Exams Passed


State Licenses


Being around for

I possess a wealth of skills and market experience that enable me to effectively oversee your investments and maintain a steady record of profitability. Over the span of my professional journey, I have been affiliated with two esteemed investment firms, successfully completed 5 brokerage examinations, and secured licenses and accreditations.

Investment Advisor

Profit Generation


Client Satisfaction

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Portfolios Handled

My Examinations

State Securities Law Exam

Series 65 - Uniform Investment Adviser Law Examination

Series 63 - Uniform Securities Agent State Law Examination Jul 16, 2012

General Industry/Products Exam

SIE - Securities Industry Essentials Examination

Series 6 - Investment Company Products/Variable Contracts Representative Examination

General Industry/Products Exam

Series 26 - Investment Company Products/Variable Contracts Principal Examination

02. Services


Financial Automation

I use financial automation to make managing your money easier and more efficient. It's like having a personal assistant for your finances, helping you with tasks like budgeting, bill payments, and investment tracking. This not only saves you time but also reduces the chance of errors, ensuring your financial life runs smoothly. With financial automation, I can help you make better financial decisions and keep your financial affairs in order. CATHERINE LOUISE MARINO.

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Investment Advisory

I provide personalized investment advice by understanding your financial goals, risk tolerance, and preferences. I use extensive financial data and market analysis to offer tailored recommendations and continuously monitor market conditions to keep you informed. In essence, I serve as your virtual financial advisor, helping you make informed investment decisions that align with your unique circumstances and aspirations. CATHERINE LOUISE MARINO.

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Stock Brokerage

I will serve as your personal stock broker, offering tailored investment advice based on your financial goals and preferences. I provide real-time market monitoring, research, and assistance to help you make informed investment decisions, just like a human stock broker would. Whether you're looking for growth, short-term gains, or a balanced portfolio, I'm here to support your financial objectives. CATHERINE LOUISE MARINO.

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01. Let's review your Portfolio together

I collaborate with clients globally, serving both private firms and business organizations. My main emphasis is on stocks and other distinctive investment prospects, and I can assist in constructing a portfolio that consistently generates substantial profits, ensuring your competitive edge in the financial markets

Contact Me

catherine louise marino


I have a rich set of skills and extensive market experience, allowing me to efficiently manage your investments and consistently achieve profitability. Throughout my career, I've been associated with two reputable investment firms, completed 5 brokerage examinations successfully, and obtained relevant licenses and accreditations.