Unclaimed
Michelle Caloccia is a registered representative with Fidelity Brokerage Services LLC. Michelle has been in the financial services industry since 2012. Michelle has Series 7, SIE, and 99TO securities licenses and is registered in all 50 states, District of Columbia, Puerto Rico and the Virgin Islands. Prior to joining Fidelity, Michelle was with Cantella & Co., Inc.
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.
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.
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2
MA
01/26/2022 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
02/27/2012 - 12/31/2021
CANTELLA & CO., INC. (Malden MA)
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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