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Marc L
Series 63, Series 65
Fernandina Beach, FL
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Marc Libero is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at Elm City Wealth Management, Purshe Kaplan Sterling Investments, and New England Capital Financial Advisors. Libero has also operated in the insurance sector as a non-variable insurance agent since 1998. United Planners Financial Services is a national wealth-management firm with over $12 billion in assets under management, serving a diverse client base through a network of independent Investment Adviser Representatives. The firm offers both advisory and brokerage services, utilizing various custodians, third-party managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.
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