Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Gabriel Hayes is an active financial advisor with over 20 years of experience in the industry. Calvin holds a Series 63, Series 65, Series 7, Series 6TO and SIE license, and is currently registered with Voya Financial Advisors, Inc. in Rancho Santa Margarita, CA. Calvin is also registered as a broker in several states including Alabama, Arizona, Arkansas, Kansas, Louisiana, Mississippi, Missouri, Nebraska, New Mexico, Oklahoma and Texas. Calvin specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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.
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CA
12/16/2022 - Present
Voya Financial Advisors, Inc. (RANCHO SANTA MARGARITA CA)
NY
01/25/2005 - 04/04/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 09/21/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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