Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Bertolino is a financial advisor at KKR Capital Markets LLC. Marco has been in the financial industry since 2011. Marco's previous employers include BlackRock Investments, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marco holds the Series 63, SIE, Series 7 and Series 79 licenses. Marco is registered in 53 states and the District of Columbia.
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.
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.
1
2
NY
07/29/2024 - Present
KKR Capital Markets LLC (New York NY)
NY
05/31/2018 - 06/10/2024
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
10/13/2011 - 04/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Marco Bertolino is the right advisor for you? Invested Better is here to help.
