Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Bruce Chambers is a financial advisor at Thrivent Investment Management Inc., a registered investment advisor with offices in San Diego, California. Calvin Bruce Chambers has been in the financial industry since February 2002. Calvin Bruce Chambers has been registered with the Securities and Exchange Commission (SEC) since July 2013. Calvin Bruce Chambers has a Series 7, Series 63, and Series 66 license. Calvin Bruce Chambers specializes in providing financial planning, portfolio management, and insurance services to individuals and families.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
11/04/2024 - Present
Thrivent Investment Management Inc. (San Diego CA)
CA
02/03/2021 - 06/12/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIMAS CA)
CA
03/06/2014 - 12/18/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
07/26/2013 - 02/18/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
GA
06/29/1998 - 07/02/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
10/01/1997 - 02/11/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
07/15/1994 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
06/23/1987 - 07/07/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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