Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Calvillo

Forge Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Calvillo

Amanda Calvillo is a registered representative and financial advisor with Forge Securities LLC. Amanda has been in the financial services industry since April 7, 2017. Amanda is licensed to sell securities in California and New York. Amanda holds Series 7, 9, 10, 24, 63, and 66 securities licenses.

Firm Information

Amanda Calvillo is currently registered with Forge Securities LLC. Forge Securities LLC is a Limited Liability Company formed in June 2021. The firm is registered with the SEC and is licensed to operate in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda Calvillo’s Registration & Firm History

CA

05/15/2023 - Present

Forge Securities LLC (SAN FRANCISCO CA)

CO

09/28/2020 - 05/17/2023

ROBINHOOD FINANCIAL, LLC (Denver CO)

CO

09/28/2020 - 05/17/2023

ROBINHOOD SECURITIES, LLC (Denver CO)

CO

04/04/2017 - 09/23/2020

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

Not sure if Amanda Calvillo is right for you?

Licenses & Designations

BOTH

Issued 07/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/05/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/02/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Calvillo.
Not sure if Amanda Calvillo is right for you?