Unclaimed
Gustavo Calderon is a financial advisor with J.P. Morgan Securities LLC. He has been in the industry since 2008 and holds Series 6, 63 and SIE licenses. Gustavo specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. His experience includes working at Chase Investment Services Corp. from 2008 to 2012. Gustavo is registered in Connecticut, New Jersey and New York.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/01/2012 - Present
J.p. Morgan Securities LLC (VERONA NJ)
NJ
02/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWARK NJ)
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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