Jeffrey
Callero
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jeffrey Callero is a financial advisor based in San Diego, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, C&R Mortgage Corporation, Miami University, Executive Land Title, Inc, and Bank Of America, N.A. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in California, Illinois, and Texas. Currently, Jeffrey is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of San Diego, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Callero Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
C&R Mortgage Corporation
Executive Land Title, Inc
Miami University
Disclosures
Please visit the SEC profile of Jeffrey Callero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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