Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto Cucalon is a registered representative with Bolton Securities Corp. located in Bolton, Massachusetts. Ernesto has been in the securities industry since 1997 and is licensed in several states, including Florida, Georgia, Texas, Delaware and North Carolina. Ernesto has worked for several firms over the years, including Morgan Stanley, Merrill Lynch and Bolton Global Asset Management. Ernesto's experience and expertise make him a valuable resource for clients seeking investment advice. He offers financial planning services, portfolio management for businesses and individuals, and selection of other advisors. Ernesto is dedicated to helping his clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/21/2023 - Present
Bolton Securities Corp. (BOLTON MA)
FL
10/03/2011 - 09/21/2023
MORGAN STANLEY (Miami FL)
FL
11/12/1997 - 10/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 12/22/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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