Unclaimed
Calvin James Hatcher is a financial advisor with Truist Advisory Services, Inc., registered with the state of Virginia and has been in the industry since 1998. Calvin is also an active investment advisor representative in Virginia. Calvin's career has included roles with Crestar Securities Corporation and Truist Investment Services, Inc. He has also been a Managing Partner for Hatcher Pardis Real Estate Investment, LLC, owner/partner for Hatcher & Associates LLC, and Co-owner of Cafe Milo. Calvin specializes in portfolio management for individuals and businesses, financial planning, and providing wrap fee products and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (CHESAPEAKE VA)
VA
12/01/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 09/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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