Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Calandra is a Registered Representative and Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Keith is a seasoned financial professional with over 8 years of experience in the industry. Keith's previous experience includes working at Prudential Investment Management Services LLC and Hennion & Walsh, Inc.. Keith holds the Series 7, Series 63, Series 66 and SIE licenses. Keith specializes in providing financial advice to individuals, businesses, high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations and other businesses, state or municipal government entities. Keith's clients benefit from his knowledge and experience in providing investment management, financial planning, and other financial services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
01/09/2020 - 09/21/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
07/19/2017 - 01/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NJ
08/22/2014 - 06/29/2017
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 08/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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