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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 Michael Callari is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in FORT MYERS, FL. Stephen has been in the financial services industry since 1993 and has a broad range of experience serving individuals, families, trusts, and small businesses. Stephen provides financial and investment advice to clients, with specializations in retirement planning, college savings, investment management, and estate planning. Stephen has a comprehensive understanding of financial markets and investment strategies, helping clients make informed decisions to achieve their financial goals. Prior to joining Merrill Lynch, Stephen held positions with BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Stephen is a registered representative in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
06/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MYERS FL)
FL
02/08/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
NY
06/11/1997 - 02/11/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
02/01/1993 - 12/16/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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