Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Thomas Robinson is a registered investment advisor representative with Osaic Wealth, Inc. Calvin is a registered investment advisor in Washington and has been in the industry since 2016. Calvin has previously held positions with Sagepoint Financial, Inc., Securities America, Inc. and KMS Financial Services, Inc. Calvin also holds a Series 7, Series 24, Series 63, and Series 65 license and is licensed to provide investment advice to individuals, corporations, and charitable organizations. Calvin is also a successor trustee for two family trusts.
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.
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.
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2
AZ
11/17/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/17/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/17/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
10/01/2020 - 12/02/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
WA
06/18/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BC
Issued 1/18/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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