JC
JC

June-David Caalaman

2 Years of Experience
San Diego, CA
Broker

June-David Caalaman is a registered investment advisor, based in San Diego, CA, with 2 years of industry experience.

Location

1060 University Ave, Suite A101, San Diego, CA, 92103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs 2 mos
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
August 2023 - May 2024 · 9 mos
State Registrations13 states
ALAZCAHIMINCNVNYOHORSDUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
June-David Caalaman - Financial Advisor | TrueAdvisor