Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Richard Rasey is a financial advisor who has been in the industry since 1998. Calvin is registered with the state of Kentucky as a Registered Representative and an Investment Advisor Representative. Calvin works at Osaic Wealth, Inc. where he has been registered since June 2024. Previously, Calvin was registered with Securities America, Inc. and 1717 Capital Management Company. Calvin has a strong focus on providing financial advice and planning for a variety of clients, including individuals, families, and businesses. Calvin is committed to providing his clients with personalized financial guidance.
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.
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.
1
2
KY
06/14/2024 - Present
Osaic Wealth, Inc. (Louisville KY)
KY
05/17/2001 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
DE
12/09/1998 - 05/09/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
10/23/1998 - 12/09/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/23/1998 - 12/09/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 01/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Calvin Rasey is the right advisor for you? Invested Better is here to help.
