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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 Libero is an investment professional with over 25 years of experience. Marc is currently registered with United Planners' Financial Services of America A Limited Partner as a Registered Representative. Marc is a Series 6, 7TO, 63, and 65 licensed representative. Marc provides investment advice to clients across various states including Alaska, California, Connecticut, Delaware, Florida, Idaho, Illinois, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Vermont. Previously, Marc was associated with firms such as Purshe Kaplan Sterling Investments, Harvest Capital LLC, and Pan-American Financial Advisers. Marc is a Registered Investment Advisor, and is also a licensed life and health insurance agent.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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
FL
05/06/2021 - Present
United Planners' Financial Services OF America A Limited Partner (FERNANDINA BEACH FL)
CT
01/02/2013 - 05/20/2021
PURSHE KAPLAN STERLING INVESTMENTS (New Haven CT)
CT
01/02/2004 - 12/31/2012
HARVEST CAPITAL LLC (SOUTH MERIDEN CT)
LA
12/16/2001 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
07/25/1995 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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