Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Caledonia is a financial advisor registered in Massachusetts, working for Voya Retirement Advisors, LLC. Erick has over 20 years of experience in the financial industry, having worked previously for firms like Voya Financial Advisors, Inc., Voya Financial Partners, LLC, ING Financial Partners, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., CitiStreet Advisors LLC and State Street Capital Markets, LLC.
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.
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
CT
08/15/2019 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
MA
07/19/2018 - 06/05/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
09/28/2016 - 08/10/2018
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
MA
10/06/2010 - 09/29/2016
VOYA RETIREMENT ADVISORS, LLC (BRAINTREE MA)
MA
10/15/2012 - 04/11/2013
ING FINANCIAL PARTNERS, INC. (BRAINTREE MA)
MA
06/01/2009 - 09/22/2010
MORGAN STANLEY SMITH BARNEY (NORWELL MA)
MA
03/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HINGHAM MA)
CT
10/11/2000 - 03/22/2006
CITISTREET ADVISORS LLC (WINDSOR CT)
NJ
05/24/2000 - 10/11/2000
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
08/20/1998 - 05/24/2000
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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