Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin McKenney is an investment advisor representative at Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Calvin is registered to provide investment advice in 12 states including Minnesota, Texas, and California. Calvin has been in the industry for over 5 years, having previously worked at Securian Financial Services, Inc. and CRI Securities, LLC. Calvin is also a registered representative of Cetera Advisor Networks LLC. Calvin provides a variety of financial planning services to individuals, families, and businesses. Calvin's areas of specialization include retirement planning, college savings, and estate planning. Calvin is also an active member of the community, serving as president of the Business Network International chapter in West Roseville, Minnesota.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
10/04/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
10/04/2018 - 10/27/2021
CRI SECURITIES, LLC (MINNETONKA MN)
BOTH
Issued 4/5/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/5/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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