Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco J. Beltrano is a financial advisor with UBS Financial Services Inc. Marco Beltrano has been in the industry since 2018 and has held registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Marco Beltrano is registered in 46 states and is a Series 7 and Series 66 licensed advisor. Marco Beltrano is part of UBS Financial Services Inc. and is located in the Chicago, IL branch of UBS Financial Services Inc. Marco Beltrano is an active investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
See schedule d - miscellaneous
1
2
IL
04/11/2023 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
02/27/2019 - 01/15/2020
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
10/02/2018 - 01/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 11/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marco Beltrano is the right advisor for you? Invested Better is here to help.
