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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Anthony Calderara is a financial advisor registered with Morgan Stanley. Stephen has been in the financial industry since 2003 and has previously worked for SANFORD C. BERNSTEIN & CO., LLC and LINSCO/PRIVATE LEDGER CORP. Stephen is registered in 32 states and the District of Columbia. Stephen has obtained the Series 63, Series 65, Series 7 and Series 31 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
01/19/2011 - Present
Morgan Stanley (Middleton MA)
MA
10/06/2006 - 06/28/2010
SANFORD C. BERNSTEIN & CO., LLC (BOSTON MA)
MA
10/15/2003 - 10/12/2006
LINSCO/PRIVATE LEDGER CORP. (DANVERS MA)
IA
Issued 05/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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