Unclaimed
Calvin G. Pearson is a registered representative with Hightower Advisors, LLC. Calvin has been in the financial services industry since November 26, 2019. Calvin is registered with the state of Kansas as an investment advisor representative and holds the Series 66, Series 7TO and SIE exams. Previously, Calvin was employed with Raymond James Financial Services, Inc. Calvin specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
KS
11/27/2019 - 08/29/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WICHITA KS)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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