Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Calderon is a financial advisor with Schwab Wealth Advisory, Inc. Gerardo Calderon has been in the industry since 2015 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Gerardo Calderon is registered with FINRA as a registered representative and investment advisor representative and holds the Series 7, 63, 66, 9, 10 and 4 licenses. Gerardo Calderon is also a Certified Financial Planner. Gerardo Calderon's experience includes offering financial planning, portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
07/14/2024 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
10/30/2018 - 07/08/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/24/2015 - 10/15/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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