Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Calcaterra is an active financial advisor with Equitable Advisors, LLC based in New York, NY. Elizabeth has been in the industry since 1987 and has experience with a variety of financial products and services. She previously worked for AXA Distributors, LLC, Guardian Investor Services LLC, and The Equitable Life Assurance Society of the United States. Elizabeth is a Series 6 and SIE licensed representative. She is a specialist in various financial sectors, including insurance, annuities, mutual funds, variable products, and retirement planning.
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
NY
04/28/2016 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
02/21/2014 - 04/06/2016
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
11/28/2012 - 04/11/2013
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NC
06/30/2010 - 03/27/2012
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
04/06/1999 - 07/02/2010
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/06/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/03/1987 - 05/09/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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