Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Calderon is a financial advisor with LPL Financial LLC. He is based in Melville, NY and has been in the industry since June 1999. David Calderon is registered with FINRA and has licenses in 10 states. He is also a Registered Investment Advisor (RIA) with the State of New York. Prior to joining LPL Financial LLC, David Calderon was employed at Newbridge Securities Corporation, Wells Fargo Advisors, LLC and Morgan Stanley & Co. Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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NY
05/26/2023 - Present
LPL Financial LLC (MELVILLE NY)
NY
08/13/2016 - 06/23/2023
NEWBRIDGE SECURITIES CORPORATION (SYOSSET NY)
NY
11/28/2008 - 08/17/2016
WELLS FARGO ADVISORS, LLC (GARDEN CITY NY)
NY
04/02/2007 - 12/16/2008
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
06/15/1999 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
BOTH
Issued 06/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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