Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin E. Romero is a financial advisor who has been in the industry since 2012. Calvin is registered with LPL Financial LLC in Colorado and Texas. Calvin previously worked for Securities America, Inc. and United Planners' Financial Services of America A Limited Partner. Calvin has a Series 7, Series 24 and Series 66 licenses and has taken the Securities Industry Essentials Examination. Calvin's current registrations are in Colorado and Texas. Calvin specializes in investment advice and financial planning for individuals, businesses, high net worth individuals, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
10/03/2022 - Present
LPL Financial LLC (DURANGO CO)
CO
12/17/2012 - 10/03/2022
SECURITIES AMERICA, INC. (DURANGO CO)
CO
01/13/2012 - 12/14/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DURANGO CO)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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