Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Calvert is a financial advisor with Synovus Securities, Inc. Benjamin has been in the financial services industry since 2012. Benjamin is registered with the state securities authorities of Alabama, Florida, Georgia, Massachusetts, Mississippi, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and West Virginia. Benjamin holds Series 6, 7, 63, 66 and SIE licenses, and is a Certified Financial Planner. Benjamin is also an active member of the community, serving as treasurer for Christ Pres Church and the North Alabama Lacrosse. Benjamin is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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.
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2
AL
09/26/2024 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
04/30/2015 - 09/03/2019
BBVA SECURITIES INC. (HUNTSVILLE AL)
MN
05/16/2013 - 02/28/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
AL
11/25/2009 - 03/22/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DECATUR AL)
BOTH
Issued 05/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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