Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Cogle Elrod is a registered representative with PNC Investments. Callie has been in the financial services industry since 1998. Callie has experience with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Callie is licensed in 12 states including Alabama, Arizona, Arkansas, California, Florida, Georgia, Iowa, Nevada, Tennessee, Texas, and Virginia. Callie is also a registered Investment Advisor Representative. Callie is a licensed Series 7, Series 24, Series 63, and Series 66 representative and has earned the SIE exam. Callie provides investment advice and portfolio management services to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
08/18/2021 - Present
PNC Investments (CAHABA HEIGHTS AL)
AL
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
12/16/2002 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
CA
11/19/2001 - 12/09/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
AL
11/17/1999 - 10/08/2001
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
06/26/1998 - 11/09/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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