Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Celentano is an investment advisor representative at Fidelity Personal and Workplace Advisors. Calvin has been in the securities industry for over 10 years. Before joining Fidelity, Calvin worked at TD Ameritrade and Fidelity Brokerage Services. Calvin is registered to provide investment advice in California and Texas. Calvin specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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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CA
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
02/07/2019 - 11/07/2019
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/02/2012 - 01/03/2018
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
12/09/2011 - 10/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
08/22/2011 - 10/19/2011
FIRST INVESTORS CORPORATION (SAN JOSE CA)
IA
Issued 02/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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