Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calum? Claim Your ProfileCalum Bashford is a financial advisor at Excelsior Wealth Management LLC. Calum has been in the financial services industry since 2022. Calum is registered with the state of California as an Investment Advisor Representative. Calum has passed the Series 63, 66, 7, and SIE exams. Calum provides financial planning and portfolio management services to individual clients.
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.
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.
1
2
IL
05/21/2024 - Present
Excelsior Wealth Management LLC (CHICAGO IL)
CA
11/14/2022 - 02/19/2024
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
BOTH
Issued 01/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Calum Bashford is the right advisor for you? Invested Better is here to help.
