Marco Beltrano, financial advisor Chicago IL

Marco Beltrano

CRD Number: 6726406
Current Firm: Ubs Financial Services Inc.

Marco Beltrano (CRD# 6726406) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Ubs Financial Services Inc. Northbrook, IL Jan 2020 - Current 1
J.p. Morgan Securities LLC Chicago, IL Jan 2019 - Jan 2020 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Jul 2018 - Jan 2019 < 1
Bank Of America Corporation Rolling Meadows, IL Jul 2018 - Oct 2018 < 1
Unemployed Northbrook, IL Jun 2018 - Jun 2018 < 1
Illinois State Univeristy Normal, IL Aug 2014 - May 2018 3
Vermillion Financial Advisors South Barrington, IL May 2017 - Aug 2017 < 1
Wilmette Park District Wilmette, IL May 2016 - Aug 2016 < 1
Marshalls Northbrook, IL Jun 2015 - Aug 2015 < 1
Sarpinos Pizzaria Northbrook, IL May 2014 - Aug 2014 < 1
Unemployed Northbrook, IL Sep 2008 - Apr 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Marco J. Beltrano
Phone Number: 201-352-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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