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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calixto? Claim Your ProfileCalixto Perez is a financial advisor registered with Wells Fargo Clearing Services, LLC. Calixto has been in the financial services industry since 2012. Calixto holds Series 6, 7, and 66 securities licenses as well as the SIE exam. Calixto is registered with the state regulators of California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Kansas, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, and Washington. Calixto has prior experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY, and EATON VANCE DISTRIBUTORS, INC. Calixto has worked for Wells Fargo Clearing Services, LLC since November 2023.
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.
Investment consulting services to institutional clients
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.
1
2
MA
11/08/2023 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
07/02/2019 - 04/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
04/06/2016 - 06/26/2019
MORGAN STANLEY (BOSTON MA)
MA
11/10/2011 - 02/17/2016
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
11/12/2001 - 11/14/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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