Marco J. Beltrano
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
3 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- UBS Financial Services Inc.Jan 2020 to now
- J.P. Morgan Securities LLCJan 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jan 2019
- Bank of America CorporationJul 2018 to Oct 2018
- UnemployedJun 2018 to Jun 2018
- Vermillion Financial AdvisorsMay 2017 to Aug 2017
- Illinois State UniveristyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (IL, KS, NE).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6726406
- Firm CRD
- 8174