Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Calderon is a financial advisor with over 20 years of experience in the industry. Manuel is currently registered with LPL Financial LLC in Fort Mill, SC. Manuel has a strong background in both brokerage and investment advisory services, having previously worked with INVEST FINANCIAL CORPORATION, LASALLE FINANCIAL SERVICES, INC., ONE FINANCIAL CENTER BROKERAGE INC., WEB STREET SECURITIES, INC., and CHATFIELD DEAN & CO., INC. Manuel holds a number of professional licenses and certifications, including the Series 7, 63, 66, 24, 4, and 53 exams. Manuel offers a range of services to his clients, including financial planning, portfolio management, and investment 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.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
FL
11/09/2005 - 10/13/2015
INVEST FINANCIAL CORPORATION (TAMPA FL)
IL
04/23/2003 - 10/04/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
01/26/2000 - 01/25/2002
ONE FINANCIAL CENTER BROKERAGE INC. (CHICAGO IL)
IL
07/08/1998 - 12/08/1999
WEB STREET SECURITIES, INC. (DEERFIELD IL)
IL
09/24/1996 - 08/05/1997
CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)
CO
08/22/1995 - 08/30/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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