Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin L. Wilson is a financial advisor with over 20 years of experience in the financial services industry. Calvin has worked with Edward Jones since 2016 and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Calvin is a Series 7, 6, 62, 63, and 65 licensed professional. Calvin provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Calvin is committed to helping clients achieve 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.
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.
See schedule d - miscellaneous
1
2
FL
10/02/2024 - Present
Edward Jones (ORLANDO FL)
FL
07/14/2017 - 06/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
MO
06/06/2016 - 09/13/2016
EDWARD JONES (ST. LOUIS MO)
NY
11/09/1998 - 10/19/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
FL
10/22/1997 - 06/18/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
04/09/1997 - 10/28/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 11/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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