Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Ordona is an investment advisor representative at Calamos Wealth Management LLC, located in Naperville, IL. Marc has been in the industry for over 20 years. Marc has a wide range of experience in the financial services industry, having worked for several well-known firms, including Morgan Stanley, UBS Securities LLC, and Credit Suisse First Boston Corporation. Marc is a Chartered Financial Analyst (CFA) and holds Series 7, 63, 66, and SIE licenses. Marc specializes in providing investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Marc focuses on asset allocation services, financial planning, pension consulting, and selection of other advisors.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/20/2023 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
NY
05/24/2018 - 09/17/2020
MORGAN STANLEY (NEW YORK NY)
CT
04/05/2005 - 04/25/2007
UBS SECURITIES LLC (STAMFORD CT)
NY
10/16/2000 - 04/08/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
04/10/2000 - 10/16/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CT
07/31/1998 - 04/11/2000
ABN AMRO INCORPORATED (STAMFORD CT)
BOTH
Issued 06/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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