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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Angelo Belgiorno is a financial advisor with Wells Fargo Clearing Services, LLC in MIDLAND, MI. Marc has been in the financial services industry since 1999. Marc has been registered with Wells Fargo Clearing Services, LLC since 2012. Marc has also worked for MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., IFMG SECURITIES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Marc is a Series 7, Series 63, and Series 65 licensed professional.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/02/2012 - Present
Wells Fargo Clearing Services, LLC (MIDLAND MI)
MI
06/01/2009 - 03/05/2012
MORGAN STANLEY SMITH BARNEY (SAGINAW MI)
MI
09/24/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAGINAW MI)
NY
07/26/2004 - 10/04/2004
IFMG SECURITIES, INC. (PURCHASE NY)
CA
03/28/2001 - 07/27/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
11/26/1999 - 03/21/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/26/1999 - 03/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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