Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Oreamuno is a registered representative with Bolton Securities Corp., providing financial and advisory services. Marco is a veteran in the industry, having begun their career in 2005 with Merrill Lynch, Pierce, Fenner & Smith Incorporated. After a long career with Morgan Stanley, Marco joined Bolton Securities Corp. in 2019. Marco is also registered with Bolton Global Asset Management, providing investment advisory services. Marco holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Marco specializes in providing financial and advisory services for individuals, corporations, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/11/2019 - Present
Bolton Securities Corp. (BOLTON MA)
FL
09/10/2010 - 01/25/2019
MORGAN STANLEY (MIAMI FL)
NY
03/07/2005 - 09/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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