Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Caleca is a financial advisor with over 12 years of experience in the industry. Michael is currently registered with Fidelity Personal And Workplace Advisors in Connecticut and Texas. Prior to joining Fidelity, Michael worked for MML Investors Services, LLC and MSI Financial Services, Inc., both in Shelton, Connecticut. Michael holds the Series 66, Series 7, and SIE licenses. Michael is a registered representative in 20 states, and he is also a registered investment advisor in Connecticut and Texas. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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.
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.
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2
CT
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
03/25/2017 - 11/16/2022
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
08/12/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
04/06/2011 - 08/06/2013
METLIFE SECURITIES INC. (SHELTON CT)
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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