Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Don Bryant is an investment advisor representative with Envestnet PMC. Calvin has been in the industry since 1999. Calvin has a Series 7, 24, 63, and 66. Calvin is also a Chartered Financial Analyst. Calvin currently holds registrations in Texas and Illinois. Calvin has previously worked at CSFBDIRECT, INC. Calvin specializes in portfolio management for individuals, businesses, and investment companies. Calvin's firm, Envestnet PMC, is a registered investment adviser that has approximately $1 billion to $10 billion in assets under management. Envestnet PMC specializes in providing investment advisory services to a wide range of clients, including individuals, corporations, and institutions. The firm's services include portfolio management, financial planning, and investment research. Envestnet PMC has offices in Chicago, Illinois and Frisco, Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
01/29/2015 - Present
Envestnet PMC (CHICAGO IL)
NJ
08/02/1999 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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