Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Anastasia Carreras is an investment advisor representative at Calamos Wealth Management LLC. Stephanie has over 20 years of experience in the financial services industry. Stephanie holds Series 7, 63, 65, and 24 licenses. Stephanie specializes in providing asset allocation services, financial planning, and portfolio management for individuals. Stephanie previously worked at TD Ameritrade, Inc., Northern Lights Distributors, LLC, BlackRock Fund Distribution Company, Barclays Global Investors Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephanie is currently registered with the state of Florida and Illinois.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/07/2023 - Present
Calamos Wealth Management LLC (Coral Gables FL)
FL
01/26/2012 - 03/24/2016
TD AMERITRADE, INC. (BOCA RATON FL)
NE
08/24/2010 - 07/01/2011
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
07/28/2008 - 03/05/2010
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
NJ
11/27/2007 - 12/31/2008
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NY
11/20/2002 - 11/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/20/1998 - 10/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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