Unclaimed
Emily Calcagno is a financial advisor at Bluerock Capital Markets LLC. Emily has been working in the financial services industry since 2003 and holds the Series 7, Series 24, Series 63 and SIE licenses. Previously Emily worked at Morgan Stanley Distribution, Inc., Ameriprise Financial Services, Inc., and Columbia Management Investment Distributors, Inc. Emily is registered to provide securities advice in all states.
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
CA
10/01/2018 - Present
Bluerock Capital Markets LLC (Newport Beach CA)
CT
07/08/2011 - 09/04/2018
MORGAN STANLEY DISTRIBUTION, INC. (HARTFORD CT)
MN
08/05/2009 - 05/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
03/24/2003 - 05/24/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 03/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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