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Marco J. Beltrano

Ubs Financial Services Inc.

Leawood, KS

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-07-28
NE RA APPROVED 2023-04-11
IL RA APPROVED 2020-01-10
  • KS RA
    APPROVED
    Since 2025-07-28
  • NE RA
    APPROVED
    Since 2023-04-11
  • IL RA
    APPROVED
    Since 2020-01-10

Branch Locations

One Hallbrook Place 11150 Overbrook Road, Leawood, KS 66211-2298 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 07/2018 01/2019
Vermillion Financial Advisors South Barrington IL 05/2017 08/2017
Illinois State Univeristy Normal IL 08/2014 05/2018
J.P. Morgan Securities Llc Chicago IL 01/2019 01/2020
Bank Of America Corporation Rolling Meadows IL 07/2018 10/2018
Unemployed Northbrook IL 06/2018 06/2018
Ubs Financial Services Inc. Northbrook IL 01/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-02
  • S66 Uniform Combined State Law Examination
    2018-11-02
Other Names
  • Marco Beltrano
  • Marco J. Beltrano
  • Marco J Beltrano

View on SEC IAPD

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MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

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LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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