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Lourdes Milagros Jordan-Caldera

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.·CORAL GABLES, Florida
Series 24Series 7Series 66SIE
Unclaimed Profile
220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 4551606Firm CRD# 117284
01

About

Lourdes Milagros Jordan-Caldera is a registered financial advisor based in CORAL GABLES, Florida, affiliated with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC.
AUM
$633M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at AMERANT INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4551606
Firm CRD# 117284
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lourdes Milagros Jordan-Caldera offer?
Lourdes Milagros Jordan-Caldera specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Lourdes Milagros Jordan-Caldera's credentials?
Lourdes Milagros Jordan-Caldera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lourdes Milagros Jordan-Caldera located?
Lourdes Milagros Jordan-Caldera is based in CORAL GABLES, Florida, working with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Lourdes Milagros Jordan-Caldera charge for services?
Lourdes Milagros Jordan-Caldera's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.?
MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

Andres Jose Garganta
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Gerald P. Plush
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Howard A Levine
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Miguel Alberto Gras
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Sergio Emiliano Mr. Guerrero
CORAL GABLES, FL
Sharymar Egllee Calderon Yepez
CORAL GABLES, FL

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