Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Calderon is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Misty is a licensed financial advisor with over 16 years of experience in the industry. Misty is registered to provide financial advice in North Carolina. Misty has worked with financial institutions such as Truist Investment Services, Inc., BB&T Securities, LLC, and Wells Fargo Advisors Financial Network, LLC. Misty's background includes experience with financial planning and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/26/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/16/2018 - 05/17/2024
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
04/29/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/08/2018 - 08/02/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
11/19/2015 - 03/06/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/19/2015 - 03/06/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
11/19/2015 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
10/14/2009 - 11/09/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
VA
07/17/2007 - 08/27/2009
SIGNATOR INVESTORS, INC. (RICHMOND VA)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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