Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Picon Loffredo is an investment advisor representative. Ralph is currently registered with Calton & Associates, Inc. and has been in the industry since March 20, 1992. Ralph has a wide range of experience and holds several licenses including Series 6, 7, 24, 62, and 63. Ralph is also a Chartered Financial Consultant. Ralph has been with Calton & Associates, Inc. since January 31, 2007. Before that, Ralph was registered with Gunnallen Financial, Inc, FAS Wealth Management Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Easter Kramer Group Securities, Inc., and Investors Center, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/31/2007 - Present
Calton & Associates, Inc. (SPRING HILL FL)
FL
09/17/2001 - 01/24/2007
GUNNALLEN FINANCIAL, INC (SPRINGHILL FL)
FL
02/17/1995 - 09/24/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MA
06/22/1994 - 02/13/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/1994 - 02/13/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
10/25/1988 - 04/25/1989
EASTER KRAMER GROUP SECURITIES, INC.
NA
01/21/1987 - 11/14/1988
INVESTORS CENTER, INC.
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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