Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Calderon is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the industry since 2015. Steven has passed the Series 7, Series 31, and Series 63 exams. Steven has previously worked at Citi Private Advisory, LLC, CITIGROUP GLOBAL MARKETS INC., and J.P. MORGAN SECURITIES LLC. Steven is registered to provide investment advisory services in 53 states and the District of Columbia. Steven's primary office is located in New York, NY.
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
NY
05/17/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
04/11/2019 - 03/18/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
04/11/2019 - 03/18/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
07/24/2015 - 03/21/2019
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Calderon is the right advisor for you? Invested Better is here to help.
