Marc R. Belletsky
Professional summary
Marc R Belletsky, who also goes by Marc R Belletsky, Marc Richard Belletsky, is a registered financial professional currently at SECURIAN FINANCIAL SERVICES, INC. located in St Paul, Minnesota.
Marc is registered as a RR (Registered Representative) and started their career in finance in 1988. Marc has worked at 10 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marc R Belletsky's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2024 - Present
SECURIAN FINANCIAL SERVICES, INC.
Office #1: 400 Robert Street North, St Paul, MN 55101February 17, 2023 - July 19, 2024
THE LEADERS GROUP, INC.
December 3, 2019 - March 5, 2021
EQUITABLE DISTRIBUTORS, LLC
August 6, 2013 - April 5, 2019
MML INVESTORS SERVICES, LLC
November 9, 2004 - July 18, 2012
HIMCO DISTRIBUTION SERVICES COMPANY
June 6, 2001 - July 18, 2003
WEALTHSENSE SECURITIES LLC
December 31, 2000 - May 23, 2001
LINCOLN FINANCIAL DISTRIBUTORS, INC.
July 21, 1998 - December 31, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 21, 1998 - December 31, 2000
OSAIC FA, INC.
May 17, 1995 - January 22, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
April 9, 1994 - April 24, 1995
AMERICAN GENERAL SECURITIES INCORPORATED
October 7, 1988 - April 25, 1994
HIMCO DISTRIBUTION SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2024)
(9/4/2024)
Exams
FINRA
Current Firm
SECURIAN FINANCIAL SERVICES, INC.
CRD#: 15296 / SEC#: 801-45152, 8-31955
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SECURIAN FINANCIAL GROUP, INC. | 100% SHAREHOLDER | |
| CARPENTER, KIMBERLY KAY | MEMBER OF BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER & PRESIDENT, CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OF | 4266541 |
| FERGUSON, KRISTIN MARY | MEMBER OF BOARD OF DIRECTORS, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, FINOP, & PRINCIPAL OPERATIONS OFFICER | 6895121 |
| MONTZ, RENEE DENISE | MEMBER OF BOARD OF DIRECTORS | 6014640 |
| OBRIEN, KERI SUE | SECRETARY | 6821352 |
Regulatory assets under management
| Total Number of Accounts | 76,075 |
| AUM (Assets Under Management) | $ 20,684,796,225 |
Disclosures
| Regulatory Event | 10 |
| Arbitration | 3 |
| Bond | 10 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/30/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SECURIAN FINANCIAL SERVICES, INC.
CRD#: 15296St Paul, MN 55101TRUST BUT VERIFY
Monitor Marc Belletsky
Get automatic monthly alerts on:
