Unclaimed
Kathin Calderon is a registered representative with J.p. Morgan Securities LLC, which is a broker-dealer registered with FINRA. Kathin Calderon is also a registered investment advisor representative with J.p. Morgan Securities LLC, which is registered with the SEC. Kathin Calderon has been in the securities industry since April 2022 and has passed the Series 63, Series 6TO, and SIE exams. Kathin Calderon is registered in Connecticut, New Jersey, and New York. Kathin Calderon specializes in retirement planning, mutual funds, bonds, and stocks.
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
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2
NY
04/08/2022 - Present
J.p. Morgan Securities LLC (BRONX NY)
BC
Issued 06/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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