Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Calvo is an investment advisor representative with Bolton Securities Corp., registered in Florida. Alexander has been in the industry since 1996 and holds Series 6 and Series 65 licenses. Previously, Alexander was an investment advisor representative with Templeton/Franklin Investment Services, Inc. Alexander is also the owner of Stratedge Quant Investors, LLC, a firm created in 2014 that provides investment advisory services as an IAR of BGAM. As an IAR of Bolton Securities Corporation, Alexander is permitted to manage assets at outside custodians such as Citi Bank, JP Morgan, UBS and Safra.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/15/2019 - Present
Bolton Securities Corp. (BOLTON MA)
CA
02/27/1996 - 05/01/2002
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
IA
Issued 03/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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