Marc Macaluso (CRD# 5901738) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 7041516
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Denver, CO | Sep 2017 - Current | 6 |
| Bankers Life Securities, Inc. | Denver, CO | May 2016 - Current | 8 |
| Bankers Life & Casualty, Inc. | Denver, CO | May 2016 - Current | 8 |
| Marc Macaluso | Denver, CO | Dec 2009 - Current | 14 |
| Proequities Inc. | Lafayette, CO | May 2016 - May 2016 | < 1 |
| Proequities, Inc. | Denver, CO | Apr 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CO
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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