Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Calabretta is an investment advisor representative with Sterling Capital Management LLC. Daniel is registered with the state of North Carolina and has a Series 7TO, Series 66, and SIE license. Daniel has been in the financial services industry since 2019. Daniel has experience working with clients such as insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and other clients. Sterling Capital Management LLC provides investment advisory services to individuals, businesses, and institutions. The firm offers a variety of services, including portfolio management, financial planning, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
1
2
NC
01/06/2020 - Present
Sterling Capital Management LLC (Charlotte NC)
BOTH
Issued 11/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Calabretta is the right advisor for you? Invested Better is here to help.
