Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cal? Claim Your ProfileCal Locketti is a financial advisor with Assetmark, Inc. located in Chicago, Illinois. Cal is registered with FINRA and has been in the financial services industry since February 2022. Cal is licensed in Illinois and has passed the Series 63, Series 65 and Series 6TO exams. Cal also holds the SIE. Cal has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and individuals other than high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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IL
02/16/2022 - Present
Assetmark, Inc. (Chicago IL)
BC
Issued 09/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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