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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Caldara is an investment advisor representative with TLG Advisors, Inc. Steven has been in the industry since January 6, 1992. Steven currently holds registrations in 13 states including Colorado, California and Florida. Steven is also a registered investment advisor in Colorado. Steven holds Series 6, Series 63, and SIE licenses and has the designation of Chartered Financial Consultant. Steven is an active advisor in the Littleton, Colorado area, but Steven also works with clients in other states. Steven has a strong focus on individuals, businesses, and institutional clients.
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.
Placement of institutional funds
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
CO
09/09/2016 - Present
TLG Advisors, Inc. (LITTLETON CO)
NY
10/04/1996 - 07/27/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
01/07/1992 - 10/21/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/07/1992 - 10/21/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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