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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Elias Calles is a financial advisor with over 20 years of experience in the industry. John is currently registered with Ameritas Advisory Services, LLC and is located in Coral Gables, Florida. Previously, John was registered with Carillon Investments, Inc. John has a wide range of experience in financial planning, portfolio management, and insurance. John has a strong track record of success in helping clients achieve their financial goals. John is also an attorney and has a deep understanding of the legal aspects of financial planning. John is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (CORAL GABLES FL)
FL
11/18/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (CORAL GABLES FL)
NA
11/30/1992 - 12/01/1993
CARILLON INVESTMENTS, INC.
BOTH
Issued 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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