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Katlyn Mccole Calcaterra

State Street Global Advisors Funds Distributors, LLC

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About Katlyn Mccole Calcaterra

Katlyn Mccole Calcaterra is a registered representative with State Street Global Advisors Funds Distributors, LLC. Katlyn holds the Series 7TO, Series 63 and SIE licenses. Katlyn has been in the industry since August 1, 2021. Katlyn is registered in all 50 states, the District of Columbia, and Puerto Rico.

Firm Information

Katlyn Calcaterra is currently registered with State Street Global Advisors Funds Distributors, LLC. State Street Global Advisors Funds Distributors, LLC is a Limited Liability Company formed in March 2002. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has an active SEC registration. The firm has reported 17 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katlyn Calcaterra’s Registration & Firm History

MA

08/02/2021 - Present

State Street Global Advisors Funds Distributors, LLC (Boston MA)

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Licenses & Designations

BC

Issued 08/25/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katlyn Mccole Calcaterra.
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