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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Califano is a financial advisor currently registered with Morgan Stanley. Kevin has over 10 years of experience in the financial industry, having previously worked with E*TRADE SECURITIES LLC and E*TRADE CLEARING LLC. Kevin holds a variety of licenses, including Series 3, 7, 9, 24 and 63. Kevin is registered in all 50 states and the District of Columbia. Kevin specializes in working with high-net-worth individuals and families.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
01/23/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
10/16/2012 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
06/23/2015 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
BC
Issued 11/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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