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Marc Alexander Deltergo

Kestra Investment Services, LLC

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About Marc Alexander Deltergo

Marc Alexander Deltergo is a financial professional with over 20 years of experience in the industry. Marc is currently registered with Kestra Investment Services, LLC and has been with them since June 2014. Previously, Marc worked for MML Investors Services, LLC from April 2003 to February 2014. Marc holds the Series 6, Series 63 and SIE licenses. Marc is registered in Florida, Maine, Maryland, Massachusetts, New Hampshire and Rhode Island. Marc has a focus on providing financial guidance to clients.

Firm Information

Marc Deltergo is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marc Deltergo’s Registration & Firm History

MD

06/12/2014 - Present

Kestra Investment Services, LLC (BETHESDA MD)

MA

04/29/2003 - 02/26/2014

MML INVESTORS SERVICES, LLC (MASHPEE MA)

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Licenses & Designations

BC

Issued 05/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Alexander Deltergo.
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