Unclaimed
Calvin E. Charles is a financial advisor with State Farm VP Management Corp. Calvin has been in the industry since August 2008 and holds licenses in Connecticut, New Jersey, New York, and Pennsylvania. Calvin is registered as a Series 6 and Series 63 representative. He is also a holder of the Securities Industry Essentials (SIE) exam.
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.
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.
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2
NJ
08/14/2008 - Present
State Farm VP Management Corp. (UPR MONTCLAIR NJ)
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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