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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calla? Claim Your ProfileCalla Marie Poulos is a registered investment advisor representative with Cetera Investment Advisers LLC. Calla is active in the securities industry since 2011 and has experience working for several firms including Voya Financial Advisors, Inc. and MML Investors Services, LLC. Calla holds several licenses including Series 6, 7, 52, 53, 66, and SIE. Calla's previous work experience includes working for MassMutual Financial Group. Calla's office is located in Vernon, Connecticut. Cetera Investment Advisers LLC is a financial services company with offices in Schaumburg, Illinois and El Segundo, California. The firm provides a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Cetera Investment Advisers LLC manages approximately $104 billion in assets for individuals, businesses, and institutions.
Vernon, CT
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (Vernon CT)
CT
09/13/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
02/23/2011 - 10/31/2013
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BOTH
Issued 7/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/1/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/6/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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