Unclaimed
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 over 14 years of experience in the industry. Calvin is currently registered with LPL Financial LLC and is a Series 6 and Series 63 licensed professional. Calvin specializes in providing financial advice to individuals, corporations, and charitable organizations. Previously, Calvin was associated with PEOPLE'S SECURITIES, INC.. Calvin's practice focuses on investment management, financial planning, and retirement planning. Calvin's dedication to client service and commitment to helping individuals achieve their financial goals are central to his practice.
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.
Consulting and other non-discretionary advisory services
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
CT
08/17/2022 - Present
LPL Financial LLC (BRIDGEPORT CT)
CT
10/06/2021 - 08/17/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
07/25/2008 - 01/03/2020
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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