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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Jones is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Calvin has been in the industry since 1998 and is registered in 43 states. Calvin is a Certified Financial Planner. Calvin has experience with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Calvin specializes in working with high-net-worth individuals, businesses, and institutions. Calvin can provide financial planning, portfolio management, and investment consulting services. Calvin is committed to helping clients reach their financial goals.
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.
Investment consulting services to institutional 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.
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2
NC
03/10/2011 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
06/01/2009 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (RALEIGH NC)
NC
04/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
03/27/1998 - 05/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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