Unclaimed
Don Kalogeras is an active investment advisor in Boca Raton, FL, working with Cetera Advisor Networks LLC. Don has been working in the industry since 1998. Don holds the Series 6, Series 63, and SIE securities licenses.
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.
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.
1
2
FL
01/22/2019 - Present
Cetera Advisor Networks LLC (BOCA RATON FL)
FL
04/19/2017 - 02/04/2019
NORTH RIDGE SECURITIES CORP. (Boca Raton FL)
NY
10/11/2012 - 02/08/2017
MML INVESTORS SERVICES, LLC (Mineola NY)
NY
06/06/2006 - 09/19/2012
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NY
05/11/1998 - 05/17/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
WI
05/11/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
09/23/1997 - 03/19/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/23/1997 - 03/19/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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