Unclaimed
Calvin Joseph Segvich is a financial professional registered with PFS Investments Inc. located in Lombard, IL. Calvin specializes in investment company products and variable contracts, and has passed the Series 6TO and SIE exams. Calvin joined PFS Investments Inc. on March 5, 2024.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/05/2024 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 03/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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