Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Calfo is a registered investment advisor representative with Alden Capital and Alden Investment Group. Lee Calfo has over 19 years of experience in the financial services industry. Lee Calfo specializes in portfolio management for individuals and businesses. Lee Calfo is also registered as an investment advisor representative in 48 states. Lee Calfo's firm, Alden Capital, provides advisory services such as portfolio management, selection of other advisers, and retirement plan advisory 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.
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.
Retirement plan advisory services
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.
1
2
PA
09/07/2023 - Present
Alden Capital (WAYNE PA)
PA
10/31/2012 - 05/20/2019
MCG SECURITIES LLC (WAYNE PA)
NJ
05/22/2012 - 11/08/2012
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
02/11/2010 - 05/21/2012
DAUTRICH, SEILER FINANCIAL SERVICES, INC. (WAYNE PA)
PA
12/07/2007 - 01/11/2010
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MD
04/30/2004 - 11/12/2007
COHEN & COMPANY SECURITIES, LLC (BETHESDA MD)
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/02/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/02/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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