Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimilia? Claim Your ProfileAimilia Loffredo has been in the financial industry since February 1989. Aimilia is currently registered with Calton & Associates, Inc. Aimilia's previous employment experience includes Gunnallen Financial, Inc, FAS Wealth Management Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Easter Kramer Group Securities, Inc., and Investors Center, Inc.. Aimilia is a Series 7, Series 24, Series 26, Series 63, SIE, and Series 79TO licensed professional. Aimilia specializes in Investment Banking, Investment Advisory Services, Portfolio Management, Financial Planning and Pension Consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/24/2007 - Present
Calton & Associates, Inc. (SPRING HILL FL)
FL
09/17/2001 - 01/24/2007
GUNNALLEN FINANCIAL, INC (SPRINGHILL FL)
FL
02/13/1995 - 09/24/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MA
02/27/1990 - 02/15/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/27/1990 - 02/15/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/14/1989 - 10/14/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/25/1988 - 04/25/1989
EASTER KRAMER GROUP SECURITIES, INC.
NA
07/21/1988 - 11/14/1988
INVESTORS CENTER, INC.
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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