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Marc Christoher Beran

Jonestrading

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About Marc Christoher Beran

Marc Christoher Beran is a securities professional with over 27 years of experience in the financial services industry. Marc is currently registered with Jonestrading, a firm based in Boston, Massachusetts. Marc has previously held positions with State Street Global Markets, LLC, PULSE TRADING, INC., PIPER JAFFRAY & CO., FIDELITY DISTRIBUTORS CORPORATION, FIDELITY BROKERAGE SERVICES LLC, and NATIONAL FINANCIAL SERVICES CORPORATION. Marc holds Series 7, Series 55, Series 57TO, and SIE licenses. Marc is registered with the state securities regulators of California, Illinois, Massachusetts, New York, Pennsylvania, and Vermont.

Firm Information

Marc Beran is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

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 Beran’s Registration & Firm History

MA

04/09/2013 - Present

Jonestrading (BOSTON MA)

MA

12/01/2011 - 03/08/2013

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

MA

12/01/2005 - 12/02/2011

PULSE TRADING, INC. (BOSTON MA)

MN

04/07/2005 - 11/07/2005

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

RI

07/28/2003 - 12/14/2004

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

05/18/1998 - 07/28/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

10/31/1994 - 05/18/1998

NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 07/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 4 public disclosures for Marc Christoher Beran. Review regulatory record here.
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