Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Dean Hepper is a financial advisor with over 30 years of experience in the financial services industry. Calvin currently works with Ameriprise Financial Services, LLC, specializing in providing financial advice to individuals, corporations, and trusts. Calvin has a wide range of experience, having previously worked with Wells Fargo Advisors Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Calvin is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Asset allocation services
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
ND
09/04/2018 - Present
Ameriprise Financial Services, LLC (Fargo ND)
ND
12/06/2012 - 10/03/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FARGO ND)
ND
01/13/2006 - 12/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
ND
07/31/1993 - 02/07/2006
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
NY
07/18/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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