Unclaimed
Gareth Cabili Caluducan is a financial professional with over nine years of experience in the industry. Gareth is currently registered with W&S Brokerage Services, Inc. and is a licensed investment advisor in Ohio and New Jersey. Gareth has a broad range of experience in financial services, including investment advising, securities brokerage, and insurance. Gareth is dedicated to providing his clients with personalized financial advice and guidance. Gareth is committed 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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/24/2024 - Present
W&S Brokerage Services, Inc. (Willoughby OH)
OH
05/05/2015 - 04/11/2016
THE HUNTINGTON INVESTMENT COMPANY (MENTOR OH)
IA
Issued 04/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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