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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Calderon is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. Anthony has been a financial advisor for over six years, previously working with Cetera Advisor Networks LLC and Charles Schwab & Co., Inc. He holds a Series 63, 66 and Series 7 license and the SIE. Anthony is a Certified Financial Planner™ and has a strong focus on investment management and financial planning. He works with a wide range of clients, including individuals, families, businesses, and retirement plans. Anthony specializes in providing investment management, financial planning, and portfolio management services. He is committed to helping clients achieve their financial goals and he believes in a personalized approach to financial advice.
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.
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.
Portfolio management for educational savings & able plans
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.
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.
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2
NE
06/28/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
AZ
12/03/2020 - 09/15/2021
CETERA ADVISOR NETWORKS LLC (SCOTTSDALE AZ)
AZ
08/23/2017 - 09/18/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 12/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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